+750.6%
TT vs GEN
+166.9%
+583.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.6% | +4.7% |
| 7D | +1.7% | -0.3% | +2.1% | +1.8% |
| 30D | -11.8% | +28.2% | -40.0% | -15.4% |
| 3M | -12.6% | +2.6% | -15.2% | -13.5% |
| 6M | -9.4% | +32.7% | -42.0% | -14.6% |
| YTD | +8.8% | +11.3% | -2.4% | +5.3% |
| 1Y | -2.5% | +17.9% | -20.5% | -6.8% |
| 3Y | +95.7% | +66.3% | +29.3% | +73.8% |
| 5Y | +135.7% | +31.7% | +104.1% | +115.5% |
| 10Y | +750.6% | +150.0% | +600.6% | +535.5% |
| All | +750.6% | +166.9% | +583.7% | +535.5% |
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