+146.0%
TT vs GEN
+24.6%
+121.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.2% |
| 7D | 0.0% | -1.2% | +1.2% | +0.2% |
| 30D | -7.2% | +10.1% | -17.3% | -8.7% |
| 3M | -3.0% | +16.1% | -19.1% | -5.6% |
| 6M | +1.4% | +38.9% | -37.5% | -5.3% |
| YTD | +15.9% | +14.4% | +1.5% | +12.8% |
| 1Y | +9.4% | +5.9% | +3.6% | +8.5% |
| 3Y | +124.4% | +58.8% | +65.6% | +99.6% |
| All | +146.0% | +24.6% | +121.4% | +130.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling