+377.4%
GH vs GEN
+57.7%
+319.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.5% | +0.9% |
| 7D | -2.1% | -0.7% | -1.4% | -1.9% |
| 30D | -4.5% | +2.6% | -7.1% | -5.9% |
| 3M | +28.9% | +15.8% | +13.1% | +19.9% |
| 6M | +76.5% | +33.1% | +43.4% | +52.5% |
| YTD | +57.6% | +11.3% | +46.3% | +47.6% |
| 1Y | +167.5% | +1.7% | +165.9% | +161.3% |
| 3Y | +377.4% | +58.1% | +319.3% | +248.4% |
| All | +377.4% | +57.7% | +319.7% | +248.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling