+736.3%
TT vs GEN
+152.9%
+583.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.4% | -3.8% | -1.8% |
| 7D | +4.0% | +2.0% | +2.0% | +3.7% |
| 30D | -11.3% | +27.7% | -39.0% | -14.8% |
| 3M | -12.3% | +3.3% | -15.6% | -13.2% |
| 6M | -10.8% | +31.8% | -42.7% | -15.9% |
| YTD | +8.2% | +13.5% | -5.3% | +4.4% |
| 1Y | +1.5% | +16.0% | -14.6% | -2.5% |
| 3Y | +91.5% | +70.6% | +20.9% | +69.4% |
| 5Y | +130.2% | +32.1% | +98.1% | +110.5% |
| All | +736.3% | +152.9% | +583.4% | +525.2% |
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 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