+150.1%
EXE vs GEN
+52.9%
+97.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.6% | +2.2% |
| 7D | -2.2% | +1.0% | -3.2% | -2.3% |
| 30D | -0.3% | +29.1% | -29.4% | -3.5% |
| 3M | -9.3% | +2.9% | -12.2% | -9.9% |
| 6M | -7.2% | +33.6% | -40.8% | -11.3% |
| YTD | -18.9% | +12.0% | -31.0% | -20.4% |
| 1Y | -21.7% | +16.2% | -37.9% | -23.7% |
| 3Y | +21.0% | +65.1% | -44.1% | +10.5% |
| 5Y | +76.0% | +33.3% | +42.7% | +59.4% |
| All | +150.1% | +52.9% | +97.2% | +123.3% |
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 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