+4.0%
GEN vs AHR
+26.4%
-22.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +0.9% |
| 7D | -1.3% | -2.1% | +0.8% | -1.3% |
| 30D | +6.1% | +1.9% | +4.2% | +6.1% |
| 3M | +27.0% | +15.7% | +11.3% | +29.8% |
| 6M | +43.9% | +2.5% | +41.3% | +45.1% |
| YTD | +13.0% | +15.0% | -2.0% | +16.4% |
| 1Y | +4.0% | +28.1% | -24.1% | +5.4% |
| All | +4.0% | +26.4% | -22.3% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling