+23.8%
GH vs GEN
+22.3%
+1.5%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.5% | +1.0% |
| 7D | -2.1% | -0.7% | -1.4% | -1.9% |
| 30D | -4.5% | +2.6% | -7.1% | -6.0% |
| 3M | +28.9% | +15.8% | +13.1% | +19.4% |
| 6M | +76.5% | +33.1% | +43.4% | +51.4% |
| YTD | +57.6% | +11.3% | +46.3% | +46.9% |
| 1Y | +167.5% | +1.7% | +165.9% | +159.8% |
| 3Y | +377.4% | +58.1% | +319.3% | +264.4% |
| 5Y | +23.8% | +20.6% | +3.2% | -14.8% |
| All | +23.8% | +22.3% | +1.5% | -14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling