+45.8%
XRT vs GEN
+61.9%
-16.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.6% |
| 7D | +0.8% | -1.2% | +2.0% | +1.1% |
| 30D | -4.2% | +10.1% | -14.3% | -6.9% |
| 3M | +5.1% | +16.1% | -11.0% | +0.4% |
| 6M | +2.4% | +38.9% | -36.4% | -7.8% |
| YTD | +3.2% | +14.4% | -11.2% | -1.0% |
| 1Y | +1.5% | +5.9% | -4.3% | 0.0% |
| All | +45.8% | +61.9% | -16.1% | +23.6% |
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