+60.0%
GH vs GEN
+36.4%
+23.6%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.4% | -0.5% |
| 7D | -8.2% | -0.8% | -7.4% | -8.1% |
| 30D | -4.9% | +31.2% | -36.1% | -7.1% |
| 3M | -6.2% | +6.1% | -12.3% | -6.0% |
| 6M | +60.0% | +38.1% | +21.9% | +54.4% |
| All | +60.0% | +36.4% | +23.6% | +54.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling