+8,283.4%
GEN vs EXPD
+30,870.6%
-22,587.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.5% | +3.5% | +0.4% |
| 7D | +8.5% | -4.8% | +13.3% | +10.0% |
| 30D | +34.2% | -1.5% | +35.7% | +34.7% |
| 3M | +10.0% | +4.1% | +5.9% | +8.5% |
| 6M | +56.8% | +24.0% | +32.8% | +46.8% |
| YTD | +14.2% | +27.4% | -13.2% | +5.4% |
| 1Y | +20.8% | +38.4% | -17.6% | +8.6% |
| 3Y | +84.1% | +73.2% | +10.9% | +53.1% |
| 5Y | +37.1% | +59.9% | -22.8% | +15.0% |
| 10Y | +171.5% | +319.9% | -148.4% | +68.3% |
| All | +8,283.4% | +30,870.6% | -22,587.2% | +2,159.8% |
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