+1,290.7%
GEN vs IBB
+560.8%
+729.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.7% |
| 7D | -1.2% | +1.4% | -2.6% | -2.0% |
| 30D | +10.1% | +10.5% | -0.3% | +3.8% |
| 3M | +16.1% | +23.6% | -7.6% | +2.4% |
| 6M | +38.9% | +22.6% | +16.2% | +22.4% |
| YTD | +14.4% | +25.7% | -11.2% | -0.7% |
| 1Y | +5.9% | +51.4% | -45.5% | -17.5% |
| 3Y | +58.8% | +64.4% | -5.6% | +17.0% |
| 5Y | +24.7% | +22.1% | +2.5% | +6.5% |
| 10Y | +163.1% | +132.5% | +30.6% | +44.5% |
| All | +1,290.7% | +560.8% | +729.9% | +197.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling