-25.0%
TEVA vs GEN
+159.8%
-184.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.1% | +1.8% |
| 7D | +2.0% | -1.3% | +3.3% | +2.3% |
| 30D | +1.0% | +6.1% | -5.2% | -0.7% |
| 3M | +7.3% | +27.0% | -19.6% | +0.5% |
| 6M | +21.7% | +43.9% | -22.1% | +9.4% |
| YTD | +18.8% | +13.0% | +5.9% | +13.6% |
| 1Y | +86.5% | +4.0% | +82.5% | +82.2% |
| 3Y | +269.4% | +66.2% | +203.2% | +211.1% |
| 5Y | +303.6% | +23.2% | +280.4% | +260.5% |
| All | -25.0% | +159.8% | -184.8% | -46.1% |
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