+6,844.0%
TEVA vs GEN
+8,579.3%
-1,735.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -1.7% | -2.9% | +1.2% | -1.4% |
| 30D | +2.0% | +2.1% | -0.1% | +1.6% |
| 3M | +7.0% | +19.7% | -12.7% | +4.3% |
| 6M | +17.0% | +33.3% | -16.3% | +12.0% |
| YTD | +18.1% | +11.1% | +7.0% | +15.5% |
| 1Y | +87.2% | +3.0% | +84.2% | +85.0% |
| 3Y | +283.1% | +57.9% | +225.2% | +255.8% |
| 5Y | +298.4% | +20.6% | +277.8% | +279.6% |
| 10Y | -23.4% | +153.2% | -176.7% | -34.7% |
| All | +6,844.0% | +8,579.3% | -1,735.3% | +2,680.4% |
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