+115.9%
EXPE vs GEN
+151.0%
-35.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.3% |
| 7D | -11.2% | +1.0% | -12.2% | -11.3% |
| 30D | -7.5% | +29.1% | -36.5% | -14.1% |
| 3M | -19.1% | +2.9% | -22.0% | -20.2% |
| 6M | +10.7% | +33.6% | -22.9% | +0.9% |
| YTD | -9.9% | +12.0% | -22.0% | -14.0% |
| 1Y | -4.6% | +16.2% | -20.8% | -9.9% |
| 3Y | +116.8% | +65.1% | +51.7% | +85.9% |
| 5Y | +38.6% | +33.3% | +5.3% | +23.3% |
| 10Y | +115.9% | +149.7% | -33.8% | +56.4% |
| All | +115.9% | +151.0% | -35.1% | +56.4% |
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