+2,502.1%
SOXX vs GEN
+1,569.7%
+932.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.4% | -3.0% |
| 7D | +3.0% | -4.3% | +7.4% | +4.8% |
| 30D | -3.1% | +3.8% | -6.9% | -4.9% |
| 3M | -4.4% | +22.3% | -26.7% | -13.4% |
| 6M | +52.9% | +39.0% | +13.9% | +29.7% |
| YTD | +72.0% | +11.9% | +60.1% | +58.8% |
| 1Y | +105.1% | +4.5% | +100.6% | +94.3% |
| 3Y | +220.6% | +59.0% | +161.6% | +150.0% |
| 5Y | +244.8% | +22.0% | +222.8% | +192.5% |
| 10Y | +1,537.1% | +155.0% | +1,382.1% | +794.9% |
| All | +2,502.1% | +1,569.7% | +932.4% | +345.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling