+106.3%
CNH vs GEN
+147.0%
-40.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.1% | -1.1% | -3.4% |
| 7D | +6.4% | -3.0% | +9.4% | +7.1% |
| 30D | -1.6% | +24.7% | -26.3% | -6.9% |
| 3M | +11.6% | +4.1% | +7.4% | +9.7% |
| 6M | +12.5% | +36.0% | -23.5% | +3.2% |
| YTD | +31.1% | +10.9% | +20.2% | +25.6% |
| 1Y | +17.0% | +12.2% | +4.8% | +11.8% |
| 3Y | +28.7% | +63.3% | -34.6% | +11.6% |
| 5Y | -17.4% | +29.0% | -46.4% | -25.7% |
| All | +106.3% | +147.0% | -40.7% | +43.1% |
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