+4,324.2%
HAS vs GEN
+8,824.3%
-4,500.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.7% | -1.6% |
| 7D | 0.0% | +8.5% | -8.5% | -1.0% |
| 30D | +31.3% | +34.2% | -2.9% | +26.4% |
| 3M | +32.1% | +10.0% | +22.2% | +30.0% |
| 6M | +28.1% | +56.8% | -28.6% | +20.2% |
| YTD | +49.1% | +14.2% | +34.8% | +45.1% |
| 1Y | +60.5% | +20.8% | +39.7% | +55.1% |
| 3Y | +183.9% | +84.1% | +99.8% | +159.4% |
| 5Y | +51.2% | +37.1% | +14.1% | +42.1% |
| 10Y | +105.3% | +171.5% | -66.2% | +73.1% |
| All | +4,324.2% | +8,824.3% | -4,500.1% | +2,102.9% |
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