+210.2%
HD vs GEN
+150.6%
+59.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -1.8% | -2.9% | +1.1% | -1.2% |
| 30D | -10.8% | +2.1% | -12.9% | -11.3% |
| 3M | -2.7% | +19.7% | -22.4% | -6.3% |
| 6M | -10.3% | +33.3% | -43.6% | -16.1% |
| YTD | -7.8% | +11.1% | -18.9% | -10.6% |
| 1Y | -23.1% | +3.0% | -26.1% | -24.3% |
| 3Y | +2.0% | +57.9% | -55.9% | -8.8% |
| 5Y | +6.2% | +20.6% | -14.4% | -1.5% |
| 10Y | +210.2% | +153.2% | +56.9% | +139.5% |
| All | +210.2% | +150.6% | +59.6% | +139.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling