-80.5%
TE vs GEN
+121.7%
-202.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.4% | -5.4% | -3.8% |
| 7D | -19.1% | +2.0% | -21.1% | -19.6% |
| 30D | -34.1% | +27.7% | -61.9% | -39.5% |
| 3M | -60.1% | +3.3% | -63.4% | -60.9% |
| 6M | -66.0% | +31.8% | -97.8% | -69.6% |
| YTD | -71.4% | +13.5% | -84.9% | -73.5% |
| 1Y | -45.3% | +16.0% | -61.3% | -49.8% |
| 3Y | +9.1% | +70.6% | -61.4% | -8.0% |
| 5Y | -82.6% | +32.1% | -114.7% | -85.1% |
| All | -80.5% | +121.7% | -202.2% | -83.3% |
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 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