-4.3%
HD vs GEN
+17.5%
-21.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -1.4% |
| 7D | +4.3% | +2.3% | +2.1% | +4.1% |
| 30D | +20.2% | +33.1% | -12.9% | +15.9% |
| 3M | -1.0% | +6.5% | -7.5% | -2.5% |
| 6M | +7.9% | +53.8% | -45.9% | +1.8% |
| YTD | +2.0% | +11.2% | -9.2% | +6.9% |
| 1Y | -4.3% | +19.4% | -23.7% | -3.5% |
| All | -4.3% | +17.5% | -21.8% | -3.5% |
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 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