-2.6%
EXPE vs GEN
+17.6%
-20.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | -13.3% | -0.3% | -13.0% | -13.0% |
| 30D | -5.5% | +28.2% | -33.7% | -13.2% |
| 3M | -16.5% | +2.6% | -19.1% | -16.8% |
| 6M | +13.1% | +32.7% | -19.6% | +1.4% |
| YTD | -8.0% | +11.3% | -19.3% | -6.3% |
| All | -2.6% | +17.6% | -20.2% | -2.9% |
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