-53.4%
TE vs GEN
+118.6%
-171.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.7% | -7.4% | -7.0% |
| 7D | +0.9% | -4.3% | +5.2% | +2.2% |
| 30D | -16.3% | +3.8% | -20.0% | -17.4% |
| 3M | -40.8% | +22.3% | -63.0% | -45.4% |
| 6M | -42.6% | +39.0% | -81.6% | -49.6% |
| YTD | -31.4% | +11.9% | -43.3% | -35.6% |
| 1Y | +144.9% | +4.5% | +140.4% | +135.4% |
| 3Y | -26.0% | +59.0% | -85.0% | -36.1% |
| 5Y | -48.5% | +22.0% | -70.5% | -55.6% |
| All | -53.4% | +118.6% | -171.9% | -59.5% |
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