+14,183.4%
TER vs GEN
+8,838.9%
+5,344.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.2% | +7.7% | +6.2% |
| 7D | +0.6% | -1.2% | +1.8% | +1.0% |
| 30D | -8.3% | +10.1% | -18.4% | -11.5% |
| 3M | -12.2% | +16.1% | -28.3% | -17.9% |
| 6M | +17.1% | +38.9% | -21.8% | +1.5% |
| YTD | +84.7% | +14.4% | +70.2% | +70.1% |
| 1Y | +199.9% | +5.9% | +194.1% | +182.7% |
| 3Y | +232.8% | +58.8% | +174.0% | +170.6% |
| 5Y | +198.6% | +24.7% | +173.9% | +158.9% |
| 10Y | +1,669.7% | +163.1% | +1,506.7% | +994.9% |
| All | +14,183.4% | +8,838.9% | +5,344.6% | +2,351.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling