+667.3%
TSEM vs GEN
+22.3%
+644.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | -0.7% |
| 7D | +10.4% | -0.7% | +11.1% | +10.5% |
| 30D | -12.9% | +2.6% | -15.6% | -13.4% |
| 3M | -9.2% | +15.8% | -25.0% | -11.8% |
| 6M | +98.8% | +33.1% | +65.6% | +85.9% |
| YTD | +87.2% | +11.3% | +75.9% | +81.9% |
| 1Y | +239.0% | +1.7% | +237.3% | +236.2% |
| 3Y | +679.5% | +58.1% | +621.4% | +604.3% |
| 5Y | +667.3% | +20.6% | +646.6% | +607.3% |
| All | +667.3% | +22.3% | +644.9% | +607.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling