+157.2%
GEN vs XHB
+237.3%
-80.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +2.1% |
| 7D | +2.0% | -0.2% | +2.3% | +2.1% |
| 30D | +27.7% | +9.9% | +17.8% | +23.6% |
| 3M | +3.3% | -6.3% | +9.5% | +5.6% |
| 6M | +31.8% | +3.8% | +28.0% | +29.3% |
| YTD | +13.5% | +0.1% | +13.4% | +12.1% |
| 1Y | +16.0% | -0.8% | +16.9% | +15.0% |
| 3Y | +70.6% | +35.6% | +35.0% | +48.8% |
| 5Y | +32.1% | +29.6% | +2.6% | +15.1% |
| All | +157.2% | +237.3% | -80.1% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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