+202.8%
TER vs GEN
+24.6%
+178.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.2% | +7.7% | +6.0% |
| 7D | +0.6% | -1.2% | +1.8% | +0.9% |
| 30D | -8.3% | +10.1% | -18.4% | -10.8% |
| 3M | -12.2% | +16.1% | -28.3% | -16.6% |
| 6M | +17.1% | +38.9% | -21.8% | +3.1% |
| YTD | +84.7% | +14.4% | +70.2% | +74.7% |
| 1Y | +199.9% | +5.9% | +194.1% | +192.7% |
| 3Y | +232.8% | +58.8% | +174.0% | +171.1% |
| All | +202.8% | +24.6% | +178.2% | +156.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling