+58.4%
GH vs GEN
+18.5%
+39.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.7% |
| 7D | -8.2% | -0.8% | -7.4% | -8.0% |
| 30D | -4.9% | +31.2% | -36.1% | -10.3% |
| 3M | -6.2% | +6.1% | -12.3% | -7.2% |
| 6M | +60.0% | +38.1% | +21.9% | +43.7% |
| YTD | +51.5% | +14.4% | +37.1% | +33.5% |
| 1Y | +58.4% | +15.1% | +43.3% | +39.6% |
| All | +58.4% | +18.5% | +39.9% | +39.6% |
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