+529.3%
TSEM vs GEN
+63.2%
+466.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | 0.0% | +10.9% | +10.9% |
| 7D | -2.0% | -0.3% | -1.6% | -2.0% |
| 30D | -33.4% | +28.2% | -61.6% | -35.1% |
| 3M | -39.7% | +2.6% | -42.3% | -39.8% |
| 6M | -27.8% | +32.7% | -60.5% | -32.3% |
| YTD | +29.7% | +11.3% | +18.4% | +27.7% |
| 1Y | +81.1% | +17.9% | +63.2% | +74.6% |
| 3Y | +529.3% | +66.3% | +463.0% | +471.7% |
| All | +529.3% | +63.2% | +466.1% | +471.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling