+28.1%
HAS vs GEN
+57.0%
-28.9%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.7% | -1.6% |
| 7D | 0.0% | +8.5% | -8.5% | -0.4% |
| 30D | +31.3% | +34.2% | -2.9% | +29.9% |
| 3M | +32.1% | +10.0% | +22.2% | +31.7% |
| 6M | +28.1% | +56.8% | -28.6% | +30.5% |
| All | +28.1% | +57.0% | -28.9% | +30.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling