+94.1%
HAS vs GEN
+147.0%
-52.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.1% | -1.4% |
| 7D | +1.6% | -3.0% | +4.6% | +2.2% |
| 30D | +26.6% | +24.7% | +1.9% | +21.0% |
| 3M | +29.0% | +4.1% | +24.9% | +27.1% |
| 6M | +30.6% | +36.0% | -5.5% | +21.2% |
| YTD | +51.5% | +10.9% | +40.7% | +46.1% |
| 1Y | +58.5% | +12.2% | +46.3% | +52.4% |
| 3Y | +214.1% | +63.3% | +150.8% | +178.5% |
| 5Y | +50.2% | +29.0% | +21.2% | +36.8% |
| All | +94.1% | +147.0% | -52.9% | +37.6% |
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