+15.1%
GEN vs IBN
+15.0%
+0.1%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | -0.8% | +11.1% | -12.0% | -4.1% |
| 30D | +31.2% | +23.9% | +7.3% | +22.8% |
| 3M | +6.1% | +16.3% | -10.2% | +0.2% |
| 6M | +38.1% | +34.2% | +3.9% | +29.1% |
| YTD | +14.4% | +17.6% | -3.2% | +10.4% |
| 1Y | +15.1% | +13.8% | +1.3% | +11.7% |
| All | +15.1% | +15.0% | +0.1% | +11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling