+849.8%
TSEM vs GEN
+151.0%
+698.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.2% |
| 7D | -9.5% | +1.0% | -10.5% | -9.7% |
| 30D | -35.5% | +29.1% | -64.5% | -38.8% |
| 3M | -41.6% | +2.9% | -44.5% | -42.5% |
| 6M | -30.1% | +33.6% | -63.7% | -35.5% |
| YTD | +25.7% | +12.0% | +13.7% | +19.8% |
| 1Y | +50.5% | +16.2% | +34.3% | +42.1% |
| 3Y | +501.7% | +65.1% | +436.6% | +421.7% |
| 5Y | +310.9% | +33.3% | +277.6% | +264.6% |
| 10Y | +849.8% | +149.7% | +700.1% | +571.3% |
| All | +849.8% | +151.0% | +698.8% | +571.3% |
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