+558.1%
TTD vs GEN
+151.0%
+407.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.6% | +3.1% |
| 7D | +19.9% | +1.0% | +18.9% | +19.5% |
| 30D | +27.6% | +29.1% | -1.4% | +17.0% |
| 3M | +15.2% | +2.9% | +12.3% | +13.4% |
| 6M | -33.2% | +33.6% | -66.8% | -39.7% |
| YTD | -59.4% | +12.0% | -71.4% | -61.4% |
| 1Y | -64.4% | +16.2% | -80.5% | -66.6% |
| 3Y | -75.9% | +65.1% | -141.0% | -80.2% |
| 5Y | -82.6% | +33.3% | -115.9% | -85.0% |
| 10Y | +558.1% | +149.7% | +408.5% | +366.4% |
| All | +558.1% | +151.0% | +407.2% | +366.4% |
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