+123.7%
XRT vs GEN
+150.2%
-26.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.6% | -1.5% |
| 7D | -0.3% | -0.7% | +0.4% | -0.1% |
| 30D | -5.6% | +2.6% | -8.3% | -6.3% |
| 3M | +2.5% | +15.8% | -13.2% | -1.1% |
| 6M | +3.7% | +33.1% | -29.5% | -3.9% |
| YTD | +1.0% | +11.3% | -10.3% | -2.5% |
| 1Y | -1.2% | +1.7% | -2.9% | -2.6% |
| 3Y | +43.4% | +58.1% | -14.8% | +26.9% |
| 5Y | -0.7% | +20.6% | -21.4% | -8.7% |
| 10Y | +123.7% | +149.0% | -25.3% | +68.8% |
| All | +123.7% | +150.2% | -26.5% | +68.8% |
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