+66.7%
TEL vs GEN
+57.6%
+9.0%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +1.2% | -2.9% | +4.1% | +1.9% |
| 30D | -4.1% | +2.1% | -6.2% | -4.7% |
| 3M | -2.6% | +19.7% | -22.3% | -6.9% |
| 6M | 0.0% | +33.3% | -33.2% | -7.4% |
| YTD | -9.1% | +11.1% | -20.2% | -11.0% |
| 1Y | -0.8% | +3.0% | -3.8% | -0.5% |
| All | +66.7% | +57.6% | +9.0% | +47.7% |
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