+34.1%
GEN vs ALHC
-66.2%
+100.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.9% | +4.3% | +2.5% |
| 7D | +2.0% | +0.3% | +1.8% | +2.0% |
| 30D | +27.7% | -10.6% | +38.3% | +28.3% |
| 3M | +3.3% | -45.3% | +48.6% | +6.1% |
| 6M | +31.8% | -59.7% | +91.5% | +37.1% |
| YTD | +13.5% | -62.7% | +76.2% | +18.2% |
| 1Y | +16.0% | -56.1% | +72.2% | +19.4% |
| 3Y | +70.6% | +21.3% | +49.3% | +56.1% |
| All | +34.1% | -66.2% | +100.4% | +40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling