+8,297.1%
GEN vs HRB
+3,357.9%
+4,939.2%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.0% | +1.8% | -1.1% |
| 7D | -1.2% | -5.7% | +4.5% | +0.4% |
| 30D | +10.1% | +7.9% | +2.2% | +7.3% |
| 3M | +16.1% | +32.1% | -16.0% | +7.0% |
| 6M | +38.9% | +62.2% | -23.4% | +20.3% |
| YTD | +14.4% | +16.4% | -2.0% | +8.0% |
| 1Y | +5.9% | -0.3% | +6.1% | +3.9% |
| 3Y | +58.8% | +36.0% | +22.8% | +41.3% |
| 5Y | +24.7% | +125.2% | -100.5% | -5.7% |
| 10Y | +163.1% | +237.7% | -74.6% | +59.4% |
| All | +8,297.1% | +3,357.9% | +4,939.2% | +1,296.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling