+151.3%
GEN vs HRB
+207.5%
-56.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | -4.3% | -12.2% | +7.8% | -2.1% |
| 30D | +3.8% | -3.0% | +6.7% | +4.0% |
| 3M | +22.3% | +21.7% | +0.6% | +17.6% |
| 6M | +39.0% | +52.3% | -13.4% | +28.1% |
| YTD | +11.9% | +6.5% | +5.4% | +9.2% |
| 1Y | +4.5% | -6.7% | +11.2% | +4.0% |
| 3Y | +59.0% | +25.1% | +33.9% | +50.6% |
| 5Y | +22.0% | +113.8% | -91.8% | +6.2% |
| All | +151.3% | +207.5% | -56.2% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling