+1,326.7%
TSEM vs GEN
+150.6%
+1,176.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | +4.7% | -2.9% | +7.6% | +5.3% |
| 30D | -14.2% | +2.1% | -16.3% | -14.8% |
| 3M | -5.0% | +19.7% | -24.8% | -9.3% |
| 6M | +87.6% | +33.3% | +54.3% | +73.6% |
| YTD | +84.4% | +11.1% | +73.3% | +77.5% |
| 1Y | +235.4% | +3.0% | +232.4% | +228.3% |
| 3Y | +668.0% | +57.9% | +610.1% | +576.5% |
| 5Y | +644.7% | +20.6% | +624.1% | +581.7% |
| 10Y | +1,326.7% | +153.2% | +1,173.4% | +898.8% |
| All | +1,326.7% | +150.6% | +1,176.1% | +898.8% |
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 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