+30.8%
XLV vs GEN
+60.3%
-29.5%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.1% | -0.3% |
| 7D | -3.6% | -1.3% | -2.3% | -3.4% |
| 30D | -1.8% | +6.1% | -8.0% | -2.7% |
| 3M | +7.8% | +27.0% | -19.2% | +4.1% |
| 6M | +9.1% | +43.9% | -34.8% | +2.9% |
| YTD | +7.7% | +13.0% | -5.2% | +6.0% |
| 1Y | +20.4% | +4.0% | +16.4% | +20.2% |
| 3Y | +30.8% | +66.2% | -35.4% | +21.5% |
| All | +30.8% | +60.3% | -29.5% | +21.5% |
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