+55.7%
HAS vs GEN
+150.2%
-94.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.3% | -1.8% |
| 7D | -3.1% | -0.7% | -2.4% | -3.0% |
| 30D | -2.7% | +2.6% | -5.4% | -3.3% |
| 3M | +8.9% | +15.8% | -6.9% | +5.4% |
| 6M | -2.9% | +33.1% | -36.1% | -9.3% |
| YTD | +12.6% | +11.3% | +1.3% | +9.1% |
| 1Y | +17.5% | +1.7% | +15.8% | +16.0% |
| 3Y | +46.2% | +58.1% | -11.9% | +31.0% |
| 5Y | +12.6% | +20.6% | -8.1% | +4.2% |
| 10Y | +55.7% | +149.0% | -93.3% | +14.7% |
| All | +55.7% | +150.2% | -94.5% | +14.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling