-2.6%
HD vs GEN
+14.8%
-17.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.2% |
| 7D | +1.5% | +2.0% | -0.5% | +1.2% |
| 30D | +18.0% | +27.7% | -9.7% | +14.2% |
| 3M | +2.8% | +3.3% | -0.5% | +1.5% |
| 6M | +17.0% | +31.8% | -14.8% | +12.5% |
| YTD | +3.5% | +13.5% | -10.0% | +9.0% |
| 1Y | -2.6% | +16.0% | -18.6% | +1.1% |
| All | -2.6% | +14.8% | -17.4% | +1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling