+2,771.5%
GEN vs HIG
+1,002.1%
+1,769.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -2.0% |
| 7D | -1.2% | +0.3% | -1.5% | -1.2% |
| 30D | +10.1% | -3.2% | +13.4% | +10.8% |
| 3M | +16.1% | +9.1% | +6.9% | +14.1% |
| 6M | +38.9% | -1.8% | +40.6% | +39.1% |
| YTD | +14.4% | +1.8% | +12.7% | +13.8% |
| 1Y | +5.9% | +4.6% | +1.3% | +4.7% |
| 3Y | +58.8% | +101.6% | -42.9% | +38.6% |
| 5Y | +24.7% | +124.5% | -99.8% | +6.1% |
| 10Y | +163.1% | +317.8% | -154.7% | +90.5% |
| All | +2,771.5% | +1,002.1% | +1,769.5% | +993.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 all: compounded portfolio wealth divided by compounded HIG 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…
all analysis · Full analysis span regression · 6 months rolling