+27.3%
EXPE vs GEN
+2.7%
+24.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.7% | -5.1% | -6.7% |
| 7D | -9.8% | -0.7% | -9.1% | -9.4% |
| 30D | -11.5% | +2.6% | -14.1% | -12.5% |
| 3M | +21.7% | +15.8% | +5.9% | +13.7% |
| 6M | +10.4% | +33.1% | -22.8% | -0.1% |
| YTD | -2.5% | +11.3% | -13.8% | +1.4% |
| 1Y | +27.3% | +1.7% | +25.7% | +34.8% |
| All | +27.3% | +2.7% | +24.6% | +34.8% |
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 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