+38.7%
EXPE vs GEN
+5.4%
+33.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -0.8% |
| 7D | -9.5% | -1.2% | -8.3% | -9.1% |
| 30D | -6.6% | +10.1% | -16.8% | -10.7% |
| 3M | +31.4% | +16.1% | +15.3% | +22.3% |
| 6M | +35.2% | +38.9% | -3.7% | +19.3% |
| YTD | +5.8% | +14.4% | -8.6% | +8.5% |
| 1Y | +38.7% | +5.9% | +32.8% | +44.3% |
| All | +38.7% | +5.4% | +33.2% | +44.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling