+153.1%
EXPE vs GEN
+150.2%
+2.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.7% | -5.1% | -7.1% |
| 7D | -9.8% | -0.7% | -9.1% | -9.5% |
| 30D | -11.5% | +2.6% | -14.1% | -12.2% |
| 3M | +21.7% | +15.8% | +5.9% | +16.6% |
| 6M | +10.4% | +33.1% | -22.8% | +0.7% |
| YTD | -2.5% | +11.3% | -13.8% | -6.3% |
| 1Y | +27.3% | +1.7% | +25.7% | +25.6% |
| 3Y | +153.5% | +58.1% | +95.4% | +121.1% |
| 5Y | +91.1% | +20.6% | +70.5% | +74.1% |
| 10Y | +153.1% | +149.0% | +4.1% | +91.8% |
| All | +153.1% | +150.2% | +2.9% | +91.8% |
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