+649.7%
XLU vs GEN
+3,206.9%
-2,557.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +1.1% |
| 7D | +2.1% | -0.7% | +2.8% | +2.1% |
| 30D | -0.4% | +2.6% | -3.0% | -0.7% |
| 3M | +0.5% | +15.8% | -15.3% | -1.1% |
| 6M | -5.8% | +33.1% | -38.9% | -8.9% |
| YTD | +3.1% | +11.3% | -8.2% | +1.4% |
| 1Y | +8.1% | +1.7% | +6.5% | +7.2% |
| 3Y | +50.5% | +58.1% | -7.6% | +41.9% |
| 5Y | +44.7% | +20.6% | +24.1% | +39.0% |
| 10Y | +136.8% | +149.0% | -12.2% | +106.8% |
| All | +649.7% | +3,206.9% | -2,557.1% | +445.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling