+57.7%
GEN vs IBB
+64.8%
-7.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.8% |
| 7D | -1.2% | +1.4% | -2.6% | -1.8% |
| 30D | +10.1% | +10.5% | -0.3% | +5.0% |
| 3M | +16.1% | +23.6% | -7.6% | +4.9% |
| 6M | +38.9% | +22.6% | +16.2% | +25.5% |
| YTD | +14.4% | +25.7% | -11.2% | +1.8% |
| 1Y | +5.9% | +51.4% | -45.5% | -15.5% |
| All | +57.7% | +64.8% | -7.1% | +7.4% |
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