+71.6%
XLI vs GEN
+66.2%
+5.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -1.5% | +1.0% | -2.5% | -1.7% |
| 30D | -0.3% | +29.1% | -29.4% | -3.9% |
| 3M | -8.4% | +2.9% | -11.3% | -8.9% |
| 6M | -2.1% | +33.6% | -35.7% | -7.6% |
| YTD | +9.6% | +12.0% | -2.4% | +8.1% |
| 1Y | +10.7% | +16.2% | -5.5% | +7.9% |
| 3Y | +71.6% | +65.1% | +6.5% | +54.4% |
| All | +71.6% | +66.2% | +5.4% | +54.4% |
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