+178.5%
EXE vs GEN
+56.2%
+122.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.9% |
| 7D | -0.3% | -1.2% | +0.9% | -0.1% |
| 30D | +8.5% | +10.1% | -1.7% | +7.0% |
| 3M | +5.5% | +16.1% | -10.6% | +3.2% |
| 6M | -5.9% | +38.9% | -44.8% | -10.4% |
| YTD | -9.7% | +14.4% | -24.2% | -11.5% |
| 1Y | +3.6% | +5.9% | -2.3% | +2.8% |
| 3Y | +18.0% | +58.8% | -40.8% | +8.8% |
| 5Y | +109.4% | +24.7% | +84.8% | +91.8% |
| All | +178.5% | +56.2% | +122.3% | +148.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling