+155.4%
GEN vs IBN
+389.8%
-234.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | -0.8% | +11.1% | -12.0% | -2.8% |
| 30D | +31.2% | +23.9% | +7.3% | +26.2% |
| 3M | +6.1% | +16.3% | -10.2% | +3.2% |
| 6M | +38.1% | +34.2% | +3.9% | +31.0% |
| YTD | +14.4% | +17.6% | -3.2% | +10.8% |
| 1Y | +15.1% | +13.8% | +1.3% | +12.2% |
| 3Y | +68.5% | +57.0% | +11.5% | +54.6% |
| 5Y | +35.8% | +75.3% | -39.5% | +21.6% |
| 10Y | +155.4% | +388.7% | -233.3% | +91.4% |
| All | +155.4% | +389.8% | -234.5% | +91.4% |
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