+1,251.7%
GEN vs IBB
+566.2%
+685.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.4% | -3.6% |
| 7D | +2.3% | -1.8% | +4.1% | +3.2% |
| 30D | +33.1% | +5.1% | +28.0% | +29.2% |
| 3M | +6.5% | +10.7% | -4.2% | -0.2% |
| 6M | +53.8% | +22.9% | +30.9% | +35.0% |
| YTD | +11.2% | +26.7% | -15.5% | -4.4% |
| 1Y | +19.4% | +35.1% | -15.7% | -1.1% |
| 3Y | +81.0% | +80.2% | +0.8% | +26.1% |
| 5Y | +33.4% | +37.8% | -4.4% | +6.0% |
| 10Y | +164.3% | +161.2% | +3.1% | +35.3% |
| All | +1,251.7% | +566.2% | +685.5% | +186.4% |
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 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