+380.9%
GH vs GEN
+192.8%
+188.2%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +1.2% |
| 7D | +0.9% | -3.0% | +3.9% | +2.0% |
| 30D | -4.5% | +24.7% | -29.2% | -12.8% |
| 3M | -6.2% | +4.1% | -10.3% | -9.4% |
| 6M | +55.0% | +36.0% | +18.9% | +33.5% |
| YTD | +51.6% | +10.9% | +40.8% | +40.8% |
| 1Y | +58.3% | +12.2% | +46.1% | +46.0% |
| 3Y | +617.6% | +63.3% | +554.3% | +462.9% |
| 5Y | +49.2% | +29.0% | +20.2% | +23.3% |
| All | +380.9% | +192.8% | +188.2% | +186.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling