+524.6%
TRI vs GEN
+1,011.8%
-487.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.7% | -3.8% | -5.8% |
| 7D | -7.1% | -0.7% | -6.4% | -6.9% |
| 30D | -2.3% | +2.6% | -5.0% | -2.9% |
| 3M | +19.6% | +15.8% | +3.8% | +15.8% |
| 6M | -8.7% | +33.1% | -41.8% | -14.5% |
| YTD | -22.3% | +11.3% | -33.6% | -24.1% |
| 1Y | -40.7% | +1.7% | -42.3% | -40.9% |
| 3Y | -17.8% | +58.1% | -75.9% | -26.8% |
| 5Y | -8.5% | +20.6% | -29.1% | -15.3% |
| 10Y | +192.6% | +149.0% | +43.6% | +113.8% |
| All | +524.6% | +1,011.8% | -487.2% | +191.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling