+12.2%
GEN vs HBM
+31.2%
-19.1%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -3.1% |
| 7D | -3.0% | +5.1% | -8.0% | -3.0% |
| 30D | +24.7% | -15.8% | +40.5% | +24.9% |
| 3M | +4.1% | -22.4% | +26.5% | +4.5% |
| 6M | +36.0% | -20.2% | +56.3% | +37.0% |
| YTD | +10.9% | +9.0% | +1.8% | +9.4% |
| 1Y | +12.2% | +27.4% | -15.2% | +8.4% |
| All | +12.2% | +31.2% | -19.1% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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