+81.0%
GEN vs ALHC
+21.9%
+59.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.9% | +0.3% | -2.6% |
| 7D | +2.3% | +1.0% | +1.3% | +2.2% |
| 30D | +33.1% | -14.2% | +47.2% | +33.4% |
| 3M | +6.5% | -45.1% | +51.6% | +7.6% |
| 6M | +53.8% | -59.5% | +113.3% | +56.8% |
| YTD | +11.2% | -62.8% | +74.1% | +13.5% |
| 1Y | +19.4% | -55.5% | +74.9% | +20.9% |
| 3Y | +81.0% | +25.7% | +55.4% | +57.7% |
| All | +81.0% | +21.9% | +59.1% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 3y: compounded portfolio wealth divided by compounded ALHC 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…
3y analysis · Full analysis span regression · 6 months rolling