+3,324.5%
HAS vs GEN
+8,838.9%
-5,514.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.2% |
| 7D | -1.8% | -1.2% | -0.6% | -1.7% |
| 30D | +2.3% | +10.1% | -7.9% | +1.0% |
| 3M | +10.4% | +16.1% | -5.7% | +8.1% |
| 6M | -3.2% | +38.9% | -42.1% | -7.6% |
| YTD | +15.4% | +14.4% | +1.0% | +12.7% |
| 1Y | +18.8% | +5.9% | +12.9% | +17.1% |
| 3Y | +43.9% | +58.8% | -14.8% | +34.4% |
| 5Y | +13.9% | +24.7% | -10.8% | +8.6% |
| 10Y | +56.4% | +163.1% | -106.7% | +32.8% |
| All | +3,324.5% | +8,838.9% | -5,514.3% | +1,611.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling