+4,300.8%
HAS vs GEN
+8,588.0%
-4,287.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.2% |
| 7D | -0.2% | +2.3% | -2.4% | -0.4% |
| 30D | +31.0% | +33.1% | -2.0% | +26.3% |
| 3M | +30.7% | +6.5% | +24.2% | +29.1% |
| 6M | +23.9% | +53.8% | -29.9% | +16.5% |
| YTD | +48.3% | +11.2% | +37.1% | +44.8% |
| 1Y | +60.2% | +19.4% | +40.8% | +55.1% |
| 3Y | +189.2% | +81.0% | +108.2% | +164.8% |
| 5Y | +50.4% | +33.4% | +17.0% | +41.8% |
| 10Y | +104.2% | +164.3% | -60.1% | +72.8% |
| All | +4,300.8% | +8,588.0% | -4,287.2% | +2,098.5% |
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 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