-18.3%
TE vs GEN
+57.7%
-76.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.7% | +12.7% | +11.4% |
| 7D | +18.2% | -0.7% | +18.9% | +18.4% |
| 30D | -13.5% | +2.6% | -16.1% | -14.9% |
| 3M | -44.6% | +15.8% | -60.4% | -49.6% |
| 6M | -24.7% | +33.1% | -57.8% | -37.7% |
| YTD | -24.3% | +11.3% | -35.6% | -30.7% |
| 1Y | +155.6% | +1.7% | +153.9% | +149.3% |
| 3Y | -18.3% | +58.1% | -76.4% | -37.6% |
| All | -18.3% | +57.7% | -76.0% | -37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling