+43.2%
TER vs GEN
+20.2%
+23.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.0% | -10.8% | -5.2% |
| 7D | -19.9% | +26.9% | -46.7% | -11.3% |
| 30D | -43.5% | +38.6% | -82.2% | -35.2% |
| 3M | -37.8% | +9.7% | -47.5% | -34.2% |
| 6M | -25.6% | +58.9% | -84.5% | -15.1% |
| YTD | +29.8% | +15.3% | +14.5% | +32.0% |
| 1Y | +43.2% | +21.8% | +21.4% | +48.0% |
| All | +43.2% | +20.2% | +23.0% | +48.0% |
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