+8,297.1%
GEN vs EXPD
+30,859.1%
-22,562.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.4% |
| 7D | -1.2% | -1.1% | -0.1% | -0.9% |
| 30D | +10.1% | +4.1% | +6.1% | +8.8% |
| 3M | +16.1% | +17.9% | -1.8% | +10.3% |
| 6M | +38.9% | +29.2% | +9.6% | +28.1% |
| YTD | +14.4% | +27.4% | -12.9% | +5.6% |
| 1Y | +5.9% | +56.8% | -51.0% | -8.5% |
| 3Y | +58.8% | +68.0% | -9.3% | +33.2% |
| 5Y | +24.7% | +61.9% | -37.2% | +4.1% |
| 10Y | +163.1% | +316.0% | -152.9% | +63.7% |
| All | +8,297.1% | +30,859.1% | -22,562.0% | +2,165.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 all: compounded portfolio wealth divided by compounded EXPD 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…
all analysis · Full analysis span regression · 6 months rolling