+1,084.3%
TTMI vs GEN
+157.3%
+927.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.7% |
| 7D | +6.0% | -4.3% | +10.4% | +7.1% |
| 30D | -6.4% | +3.8% | -10.2% | -7.5% |
| 3M | -28.9% | +22.3% | -51.2% | -33.2% |
| 6M | +26.9% | +39.0% | -12.1% | +13.6% |
| YTD | +77.3% | +11.9% | +65.4% | +68.4% |
| 1Y | +147.5% | +4.5% | +143.0% | +139.6% |
| 3Y | +847.6% | +59.0% | +788.6% | +715.6% |
| 5Y | +802.2% | +22.0% | +780.2% | +711.2% |
| All | +1,084.3% | +157.3% | +927.0% | +688.2% |
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