+49.2%
XEL vs GEN
+57.7%
-8.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.3% | +1.7% |
| 7D | +1.3% | -0.7% | +2.0% | +1.3% |
| 30D | -1.5% | +2.6% | -4.2% | -1.8% |
| 3M | -0.2% | +15.8% | -16.0% | -1.4% |
| 6M | -5.4% | +33.1% | -38.6% | -7.6% |
| YTD | +5.6% | +11.3% | -5.7% | +6.0% |
| 1Y | +10.5% | +1.7% | +8.8% | +12.6% |
| 3Y | +49.2% | +58.1% | -9.0% | +47.0% |
| All | +49.2% | +57.7% | -8.6% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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