+1,006.2%
TER vs GEN
+151.0%
+855.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -8.9% | +1.0% | -9.9% | -9.2% |
| 30D | -39.1% | +29.1% | -68.1% | -43.2% |
| 3M | -32.8% | +2.9% | -35.7% | -34.4% |
| 6M | -31.7% | +33.6% | -65.4% | -39.4% |
| YTD | +26.9% | +12.0% | +14.9% | +18.0% |
| 1Y | +33.6% | +16.2% | +17.4% | +22.4% |
| 3Y | +181.5% | +65.1% | +116.4% | +128.3% |
| 5Y | +76.1% | +33.3% | +42.8% | +50.2% |
| 10Y | +1,006.2% | +149.7% | +856.5% | +622.5% |
| All | +1,006.2% | +151.0% | +855.2% | +622.5% |
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