+71.8%
GH vs GEN
+20.2%
+51.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.0% | -7.6% | -4.4% |
| 7D | -7.7% | +26.9% | -34.5% | -12.1% |
| 30D | -10.0% | +38.6% | -48.6% | -16.1% |
| 3M | +5.5% | +9.7% | -4.2% | +3.3% |
| 6M | +84.9% | +58.9% | +26.0% | +57.8% |
| YTD | +65.0% | +15.3% | +49.7% | +45.4% |
| 1Y | +71.8% | +21.8% | +50.0% | +51.2% |
| All | +71.8% | +20.2% | +51.6% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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