+113.9%
CNH vs GEN
+156.5%
-42.6%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.2% | +1.4% |
| 7D | +6.7% | -0.8% | +7.5% | +6.8% |
| 30D | +7.2% | +31.2% | -24.0% | +0.3% |
| 3M | +17.5% | +6.1% | +11.4% | +15.0% |
| 6M | +15.0% | +38.1% | -23.1% | +5.0% |
| YTD | +36.8% | +14.4% | +22.4% | +30.1% |
| 1Y | +27.6% | +15.1% | +12.5% | +21.2% |
| 3Y | +34.3% | +68.5% | -34.2% | +15.6% |
| 5Y | -12.2% | +35.8% | -48.0% | -22.0% |
| 10Y | +113.9% | +155.4% | -41.5% | +47.9% |
| All | +113.9% | +156.5% | -42.6% | +47.9% |
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