+246.5%
XLF vs GEN
+157.3%
+89.2%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -2.9% | -4.3% | +1.5% | -2.0% |
| 30D | -1.6% | +3.8% | -5.4% | -2.5% |
| 3M | +9.3% | +22.3% | -13.0% | +4.4% |
| 6M | +14.6% | +39.0% | -24.4% | +5.9% |
| YTD | +4.7% | +11.9% | -7.2% | +1.3% |
| 1Y | +8.6% | +4.5% | +4.1% | +6.6% |
| 3Y | +73.9% | +59.0% | +14.9% | +54.5% |
| 5Y | +65.0% | +22.0% | +43.0% | +52.0% |
| All | +246.5% | +157.3% | +89.2% | +163.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling