+995.4%
TER vs GEN
+152.9%
+842.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.4% | -7.8% | -5.9% |
| 7D | +14.4% | +2.0% | +12.3% | +13.8% |
| 30D | -30.6% | +27.7% | -58.3% | -35.1% |
| 3M | -39.2% | +3.3% | -42.4% | -40.6% |
| 6M | -31.3% | +31.8% | -63.1% | -38.6% |
| YTD | +29.1% | +13.5% | +15.6% | +19.6% |
| 1Y | +47.4% | +16.0% | +31.4% | +35.4% |
| 3Y | +191.2% | +70.6% | +120.7% | +133.9% |
| 5Y | +74.0% | +32.1% | +41.9% | +48.8% |
| All | +995.4% | +152.9% | +842.5% | +605.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling