+1,477.5%
XLK vs GEN
+3,206.9%
-1,729.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.1% | +1.1% |
| 7D | +2.3% | -0.7% | +3.0% | +2.5% |
| 30D | -0.1% | +2.6% | -2.7% | -1.0% |
| 3M | +2.1% | +15.8% | -13.7% | -2.9% |
| 6M | +37.2% | +33.1% | +4.0% | +24.4% |
| YTD | +30.8% | +11.3% | +19.5% | +24.8% |
| 1Y | +42.6% | +1.7% | +41.0% | +39.5% |
| 3Y | +121.8% | +58.1% | +63.7% | +87.4% |
| 5Y | +145.7% | +20.6% | +125.0% | +120.5% |
| 10Y | +782.1% | +149.0% | +633.1% | +493.4% |
| All | +1,477.5% | +3,206.9% | -1,729.3% | +364.4% |
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 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