+66.6%
GEN vs IBB
+86.9%
-20.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -2.3% |
| 7D | -3.0% | +1.6% | -4.6% | -3.6% |
| 30D | +24.7% | +6.7% | +18.0% | +21.6% |
| 3M | +4.1% | +6.3% | -2.2% | +1.0% |
| 6M | +36.0% | +23.9% | +12.1% | +22.9% |
| YTD | +10.9% | +26.6% | -15.7% | -1.5% |
| 1Y | +12.2% | +29.6% | -17.5% | -1.7% |
| All | +66.6% | +86.9% | -20.3% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling