+189.2%
HAS vs GEN
+79.4%
+109.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | 0.0% |
| 7D | -0.2% | +2.3% | -2.4% | -0.6% |
| 30D | +31.0% | +33.1% | -2.0% | +23.7% |
| 3M | +30.7% | +6.5% | +24.2% | +28.5% |
| 6M | +23.9% | +53.8% | -29.9% | +10.4% |
| YTD | +48.3% | +11.2% | +37.1% | +44.7% |
| 1Y | +60.2% | +19.4% | +40.8% | +52.9% |
| 3Y | +189.2% | +81.0% | +108.2% | +166.1% |
| All | +189.2% | +79.4% | +109.8% | +166.1% |
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