+71.9%
GEN vs XME
+100.3%
-28.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.0% |
| 7D | -0.8% | +1.5% | -2.3% | -1.2% |
| 30D | +31.2% | -7.3% | +38.5% | +33.0% |
| 3M | +6.1% | -17.4% | +23.5% | +10.0% |
| 6M | +38.1% | -21.8% | +59.9% | +44.9% |
| YTD | +14.4% | -6.0% | +20.4% | +12.7% |
| 1Y | +15.1% | +3.8% | +11.3% | +9.7% |
| All | +71.9% | +100.3% | -28.5% | +20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling