+1,001.8%
TER vs GEN
+166.9%
+835.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | 0.0% | +12.7% | +12.7% |
| 7D | -5.8% | -0.3% | -5.4% | -5.8% |
| 30D | -38.9% | +28.2% | -67.1% | -43.0% |
| 3M | -35.1% | +2.6% | -37.7% | -36.6% |
| 6M | -31.6% | +32.7% | -64.3% | -39.1% |
| YTD | +27.2% | +11.3% | +16.0% | +18.5% |
| 1Y | +35.2% | +17.9% | +17.3% | +23.2% |
| 3Y | +192.8% | +66.3% | +126.5% | +136.8% |
| 5Y | +72.4% | +31.7% | +40.7% | +47.5% |
| 10Y | +1,001.8% | +150.0% | +851.8% | +621.3% |
| All | +1,001.8% | +166.9% | +835.0% | +621.3% |
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