+27.7%
GEN vs IBB
+37.5%
-9.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.4% | -3.4% |
| 7D | +2.3% | -1.8% | +4.1% | +3.0% |
| 30D | +33.1% | +5.1% | +28.0% | +30.2% |
| 3M | +6.5% | +10.7% | -4.2% | +1.2% |
| 6M | +53.8% | +22.9% | +30.9% | +38.8% |
| YTD | +11.2% | +26.7% | -15.5% | -1.5% |
| 1Y | +19.4% | +35.1% | -15.7% | +2.4% |
| 3Y | +81.0% | +80.2% | +0.8% | +33.4% |
| All | +27.7% | +37.5% | -9.8% | +7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling