+215.0%
HAS vs GEN
+66.2%
+148.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.6% |
| 7D | +3.3% | +1.0% | +2.3% | +3.1% |
| 30D | +30.5% | +29.1% | +1.5% | +23.7% |
| 3M | +29.9% | +2.9% | +27.0% | +28.7% |
| 6M | +26.5% | +33.6% | -7.1% | +17.0% |
| YTD | +51.9% | +12.0% | +39.9% | +48.0% |
| 1Y | +60.9% | +16.2% | +44.7% | +54.8% |
| 3Y | +215.0% | +65.1% | +149.9% | +167.5% |
| All | +215.0% | +66.2% | +148.8% | +167.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling