+753.3%
TT vs GEN
+157.3%
+596.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.6% | +5.0% | +2.8% |
| 7D | -2.0% | +2.3% | -4.3% | -2.4% |
| 30D | -14.0% | +33.1% | -47.1% | -18.0% |
| 3M | -15.9% | +6.5% | -22.3% | -17.3% |
| 6M | -17.3% | +53.8% | -71.1% | -24.4% |
| YTD | +4.0% | +11.2% | -7.3% | +0.6% |
| 1Y | -7.1% | +19.4% | -26.5% | -11.4% |
| 3Y | +90.2% | +81.0% | +9.2% | +66.1% |
| 5Y | +131.1% | +33.4% | +97.7% | +110.7% |
| All | +753.3% | +157.3% | +596.0% | +530.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling