+25.9%
HD vs GEN
+79.4%
-53.5%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -1.3% |
| 7D | +4.3% | +2.3% | +2.1% | +3.9% |
| 30D | +20.2% | +33.1% | -12.9% | +13.1% |
| 3M | -1.0% | +6.5% | -7.5% | -2.9% |
| 6M | +7.9% | +53.8% | -45.9% | -3.6% |
| YTD | +2.0% | +11.2% | -9.2% | -0.5% |
| 1Y | -4.3% | +19.4% | -23.7% | -8.6% |
| 3Y | +25.9% | +81.0% | -55.1% | +9.3% |
| All | +25.9% | +79.4% | -53.5% | +9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling