+47.6%
EXC vs GEN
+24.6%
+23.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.9% |
| 7D | +0.3% | -1.2% | +1.5% | +0.4% |
| 30D | -3.7% | +10.1% | -13.9% | -4.5% |
| 3M | -1.3% | +16.1% | -17.4% | -2.6% |
| 6M | -9.7% | +38.9% | -48.6% | -12.3% |
| YTD | +2.9% | +14.4% | -11.5% | +2.1% |
| 1Y | +4.4% | +5.9% | -1.5% | +4.5% |
| 3Y | +22.2% | +58.8% | -36.6% | +13.7% |
| All | +47.6% | +24.6% | +23.0% | +39.1% |
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