-4.5%
TT vs GEN
+20.2%
-24.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.0% | -5.6% | -1.0% |
| 7D | -8.5% | +26.9% | -35.3% | -4.9% |
| 30D | -12.8% | +38.6% | -51.4% | -8.4% |
| 3M | -12.9% | +9.7% | -22.6% | -10.6% |
| 6M | -15.2% | +58.9% | -74.1% | -9.8% |
| YTD | +6.2% | +15.3% | -9.1% | +7.1% |
| 1Y | -4.5% | +21.8% | -26.3% | -4.2% |
| All | -4.5% | +20.2% | -24.7% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling