+153.2%
GEN vs IBN
+312.2%
-159.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.6% | +0.1% |
| 7D | -2.9% | -5.1% | +2.2% | -2.0% |
| 30D | +2.1% | -3.5% | +5.6% | +2.7% |
| 3M | +19.7% | +11.3% | +8.4% | +17.5% |
| 6M | +33.3% | +4.4% | +28.8% | +32.1% |
| YTD | +11.1% | -1.8% | +12.9% | +11.2% |
| 1Y | +3.0% | -8.0% | +11.0% | +4.2% |
| 3Y | +57.9% | +27.1% | +30.8% | +50.3% |
| 5Y | +20.6% | +54.5% | -33.9% | +10.6% |
| 10Y | +153.2% | +314.2% | -161.0% | +92.1% |
| All | +153.2% | +312.2% | -159.0% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling