+90.2%
TT vs GEN
+79.4%
+10.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.6% | +5.0% | +2.5% |
| 7D | -2.0% | +2.3% | -4.3% | -2.1% |
| 30D | -14.0% | +33.1% | -47.1% | -15.3% |
| 3M | -15.9% | +6.5% | -22.3% | -15.9% |
| 6M | -17.3% | +53.8% | -71.1% | -21.7% |
| YTD | +4.0% | +11.2% | -7.3% | +4.4% |
| 1Y | -7.1% | +19.4% | -26.5% | -8.4% |
| 3Y | +90.2% | +81.0% | +9.2% | +74.9% |
| All | +90.2% | +79.4% | +10.8% | +74.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling