+513.3%
XRT vs GEN
+441.2%
+72.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.7% |
| 7D | +0.8% | -1.2% | +2.0% | +1.1% |
| 30D | -4.2% | +10.1% | -14.3% | -7.3% |
| 3M | +5.1% | +16.1% | -11.0% | -0.3% |
| 6M | +2.4% | +38.9% | -36.4% | -9.2% |
| YTD | +3.2% | +14.4% | -11.2% | -2.9% |
| 1Y | +1.5% | +5.9% | -4.3% | -2.0% |
| 3Y | +40.6% | +58.8% | -18.2% | +16.9% |
| 5Y | -1.0% | +24.7% | -25.7% | -13.0% |
| 10Y | +128.4% | +163.1% | -34.7% | +38.4% |
| All | +513.3% | +441.2% | +72.1% | +144.5% |
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 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