+6.4%
XYL vs GEN
+63.2%
-56.8%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.4% | +1.5% |
| 7D | +2.1% | -0.3% | +2.4% | +2.1% |
| 30D | -3.4% | +28.2% | -31.5% | -7.5% |
| 3M | -17.2% | +2.6% | -19.8% | -18.1% |
| 6M | -12.0% | +32.7% | -44.7% | -16.8% |
| YTD | -26.3% | +11.3% | -37.6% | -27.4% |
| 1Y | -33.5% | +17.9% | -51.4% | -35.4% |
| 3Y | +6.4% | +66.3% | -59.9% | -7.8% |
| All | +6.4% | +63.2% | -56.8% | -7.8% |
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 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