+65.1%
GEN vs XHB
+38.6%
+26.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.7% |
| 7D | +1.0% | +1.2% | -0.2% | +0.5% |
| 30D | +29.1% | +8.9% | +20.2% | +25.1% |
| 3M | +2.9% | -4.2% | +7.1% | +4.2% |
| 6M | +33.6% | +1.4% | +32.3% | +31.9% |
| YTD | +12.0% | +1.2% | +10.8% | +10.0% |
| 1Y | +16.2% | -1.3% | +17.4% | +15.2% |
| 3Y | +65.1% | +36.6% | +28.5% | +36.0% |
| All | +65.1% | +38.6% | +26.5% | +36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling