+20.6%
GEN vs HBM
+369.9%
-349.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.8% | -8.5% | -3.4% |
| 7D | -0.7% | +7.4% | -8.1% | -1.5% |
| 30D | +2.6% | +5.1% | -2.4% | +1.9% |
| 3M | +15.8% | +11.1% | +4.7% | +13.6% |
| 6M | +33.1% | +30.2% | +2.9% | +27.2% |
| YTD | +11.3% | +46.2% | -34.9% | +3.9% |
| 1Y | +1.7% | +120.0% | -118.4% | -10.9% |
| 3Y | +58.1% | +527.4% | -469.3% | +16.2% |
| 5Y | +20.6% | +400.4% | -379.8% | -13.3% |
| All | +20.6% | +369.9% | -349.2% | -13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling