+20.7%
XLK vs GEN
+20.2%
+0.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.0% | -4.0% | -0.2% |
| 7D | -7.6% | +26.9% | -34.4% | -9.2% |
| 30D | -12.2% | +38.6% | -50.8% | -14.6% |
| 3M | -5.5% | +9.7% | -15.2% | -5.9% |
| 6M | +9.2% | +58.9% | -49.7% | -0.2% |
| YTD | +23.0% | +15.3% | +7.7% | +17.6% |
| 1Y | +20.7% | +21.8% | -1.1% | +14.4% |
| All | +20.7% | +20.2% | +0.5% | +14.4% |
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