-48.8%
TE vs GEN
+11.7%
-60.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -3.1% | -4.4% | -6.9% |
| 7D | -13.6% | -3.0% | -10.6% | -13.1% |
| 30D | -37.7% | +24.7% | -62.4% | -40.4% |
| 3M | -59.8% | +4.1% | -63.9% | -60.7% |
| 6M | -66.3% | +36.0% | -102.4% | -68.6% |
| YTD | -70.5% | +10.9% | -81.4% | -79.6% |
| 1Y | -48.8% | +12.2% | -61.0% | -63.4% |
| All | -48.8% | +11.7% | -60.5% | -63.4% |
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 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