+113.9%
SOXX vs GEN
+5.4%
+108.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +3.4% |
| 7D | +2.2% | -1.2% | +3.4% | +2.1% |
| 30D | -2.0% | +10.1% | -12.2% | -1.5% |
| 3M | -13.7% | +16.1% | -29.8% | -12.2% |
| 6M | +52.4% | +38.9% | +13.5% | +49.6% |
| YTD | +72.8% | +14.4% | +58.4% | +70.3% |
| 1Y | +113.9% | +5.9% | +108.0% | +114.1% |
| All | +113.9% | +5.4% | +108.5% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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