+153.2%
GEN vs XME
+412.4%
-259.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | 0.0% |
| 7D | -2.9% | -0.2% | -2.7% | -2.9% |
| 30D | +2.1% | +1.4% | +0.6% | +1.5% |
| 3M | +19.7% | +2.7% | +17.0% | +18.3% |
| 6M | +33.3% | +6.5% | +26.8% | +29.7% |
| YTD | +11.1% | +15.2% | -4.1% | +5.4% |
| 1Y | +3.0% | +43.5% | -40.5% | -8.7% |
| 3Y | +57.9% | +135.9% | -78.0% | +20.7% |
| 5Y | +20.6% | +181.5% | -160.8% | -13.5% |
| 10Y | +153.2% | +436.9% | -283.6% | +53.5% |
| All | +153.2% | +412.4% | -259.2% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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