+247.9%
SOXX vs GEN
+22.3%
+225.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.6% |
| 7D | +1.4% | -1.3% | +2.7% | +1.8% |
| 30D | -3.6% | +6.1% | -9.7% | -5.6% |
| 3M | -10.2% | +27.0% | -37.1% | -17.9% |
| 6M | +54.2% | +43.9% | +10.4% | +32.8% |
| YTD | +75.2% | +13.0% | +62.2% | +65.3% |
| 1Y | +107.5% | +4.0% | +103.5% | +102.2% |
| 3Y | +226.8% | +66.2% | +160.6% | +160.7% |
| All | +247.9% | +22.3% | +225.6% | +196.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling