+788.5%
XLK vs GEN
+159.8%
+628.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.4% | +1.1% |
| 7D | +0.2% | -1.3% | +1.5% | +0.5% |
| 30D | -0.6% | +6.1% | -6.8% | -2.4% |
| 3M | +2.6% | +27.0% | -24.4% | -4.6% |
| 6M | +34.0% | +43.9% | -9.9% | +19.5% |
| YTD | +30.7% | +13.0% | +17.7% | +24.6% |
| 1Y | +39.2% | +4.0% | +35.2% | +35.7% |
| 3Y | +120.4% | +66.2% | +54.2% | +86.1% |
| 5Y | +148.8% | +23.2% | +125.6% | +123.6% |
| All | +788.5% | +159.8% | +628.6% | +516.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling