+149.5%
CNH vs GEN
+150.2%
-0.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.7% | -2.8% | -4.9% |
| 7D | +8.8% | -0.7% | +9.5% | +9.0% |
| 30D | +24.7% | +2.6% | +22.0% | +23.8% |
| 3M | +27.3% | +15.8% | +11.6% | +22.6% |
| 6M | +23.2% | +33.1% | -10.0% | +13.7% |
| YTD | +48.9% | +11.3% | +37.6% | +43.4% |
| 1Y | +19.4% | +1.7% | +17.7% | +17.7% |
| 3Y | +7.8% | +58.1% | -50.4% | -5.6% |
| 5Y | +8.7% | +20.6% | -11.9% | -0.3% |
| 10Y | +149.5% | +149.0% | +0.5% | +77.6% |
| All | +149.5% | +150.2% | -0.7% | +77.6% |
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