-1.7%
TEL vs GEN
+3.4%
-5.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | -2.3% | -4.3% | +2.1% | -2.0% |
| 30D | -6.1% | +3.8% | -9.8% | -6.3% |
| 3M | +1.7% | +22.3% | -20.6% | +0.5% |
| 6M | +1.6% | +39.0% | -37.3% | 0.0% |
| YTD | -9.1% | +11.9% | -21.0% | -6.4% |
| 1Y | -1.7% | +4.5% | -6.2% | +3.0% |
| All | -1.7% | +3.4% | -5.1% | +3.0% |
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