+148.6%
TE vs GEN
+5.4%
+143.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +1.7% |
| 7D | -4.0% | -1.2% | -2.8% | -3.8% |
| 30D | -15.9% | +10.1% | -26.0% | -17.1% |
| 3M | -60.5% | +16.1% | -76.6% | -61.0% |
| 6M | -35.2% | +38.9% | -74.1% | -41.0% |
| YTD | -31.1% | +14.4% | -45.6% | -39.7% |
| 1Y | +148.6% | +5.9% | +142.8% | +135.9% |
| All | +148.6% | +5.4% | +143.2% | +135.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling