-3.5%
HD vs GEN
+18.5%
-22.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.2% |
| 7D | -1.2% | -0.8% | -0.3% | -1.0% |
| 30D | +20.9% | +31.2% | -10.3% | +16.6% |
| 3M | -0.2% | +6.1% | -6.2% | -1.7% |
| 6M | +14.5% | +38.1% | -23.6% | +9.6% |
| YTD | +4.3% | +14.4% | -10.1% | +9.8% |
| 1Y | -3.5% | +15.1% | -18.6% | +1.2% |
| All | -3.5% | +18.5% | -22.0% | +1.2% |
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 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