+20.7%
EXE vs GEN
+57.7%
-37.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | +0.5% |
| 7D | -1.8% | -0.7% | -1.1% | -1.7% |
| 30D | +6.4% | +2.6% | +3.8% | +6.1% |
| 3M | +9.2% | +15.8% | -6.5% | +7.7% |
| 6M | -7.0% | +33.1% | -40.1% | -9.6% |
| YTD | -9.5% | +11.3% | -20.8% | -9.7% |
| 1Y | +6.2% | +1.7% | +4.6% | +7.4% |
| 3Y | +20.7% | +58.1% | -37.4% | +24.3% |
| All | +20.7% | +57.7% | -37.0% | +24.3% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling