-45.3%
TE vs GEN
+14.8%
-60.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.4% | -5.4% | -3.5% |
| 7D | -19.1% | +2.0% | -21.1% | -19.3% |
| 30D | -34.1% | +27.7% | -61.9% | -37.2% |
| 3M | -60.1% | +3.3% | -63.4% | -61.1% |
| 6M | -66.0% | +31.8% | -97.8% | -67.9% |
| YTD | -71.4% | +13.5% | -84.9% | -80.6% |
| 1Y | -45.3% | +16.0% | -61.3% | -60.9% |
| All | -45.3% | +14.8% | -60.1% | -60.9% |
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