+47.7%
HAS vs GEN
+33.3%
+14.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -1.3% |
| 7D | +1.4% | +2.0% | -0.7% | +0.9% |
| 30D | +26.3% | +27.7% | -1.4% | +19.2% |
| 3M | +25.6% | +3.3% | +22.3% | +24.0% |
| 6M | +30.3% | +31.8% | -1.6% | +20.4% |
| YTD | +50.4% | +13.5% | +36.9% | +44.1% |
| 1Y | +57.7% | +16.0% | +41.7% | +50.1% |
| 3Y | +213.4% | +70.6% | +142.8% | +168.5% |
| All | +47.7% | +33.3% | +14.4% | +28.1% |
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 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