+149.7%
GEN vs IBB
+130.8%
+18.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.2% |
| 7D | +1.0% | +0.8% | +0.2% | +0.6% |
| 30D | +29.1% | +5.2% | +23.9% | +26.1% |
| 3M | +2.9% | +8.6% | -5.7% | -1.4% |
| 6M | +33.6% | +27.8% | +5.8% | +18.4% |
| YTD | +12.0% | +28.8% | -16.8% | -1.5% |
| 1Y | +16.2% | +36.4% | -20.2% | -0.6% |
| 3Y | +65.1% | +89.3% | -24.3% | +20.3% |
| 5Y | +33.3% | +43.3% | -10.0% | +8.9% |
| 10Y | +149.7% | +130.6% | +19.0% | +60.7% |
| All | +149.7% | +130.8% | +18.9% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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