+39.7%
HAL vs GEN
+32.5%
+7.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.4% | +0.3% |
| 7D | -12.0% | +2.3% | -14.2% | -12.4% |
| 30D | +0.3% | +33.1% | -32.8% | -5.8% |
| 3M | -1.6% | +6.5% | -8.1% | -3.6% |
| 6M | -20.5% | +53.8% | -74.3% | -29.4% |
| YTD | +14.2% | +11.2% | +3.0% | +10.2% |
| 1Y | +18.9% | +19.4% | -0.5% | +12.3% |
| 3Y | -13.7% | +81.0% | -94.8% | -26.9% |
| All | +39.7% | +32.5% | +7.3% | +21.8% |
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