+3.0%
GEN vs XME
+42.3%
-39.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | -0.1% |
| 7D | -2.9% | -0.2% | -2.7% | -2.9% |
| 30D | +2.1% | +1.4% | +0.6% | +1.9% |
| 3M | +19.7% | +2.7% | +17.0% | +20.0% |
| 6M | +33.3% | +6.5% | +26.8% | +33.3% |
| YTD | +11.1% | +15.2% | -4.1% | +10.8% |
| 1Y | +3.0% | +43.5% | -40.5% | +2.4% |
| All | +3.0% | +42.3% | -39.3% | +2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling