+10.8%
HD vs GEN
+24.6%
-13.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.5% |
| 7D | -2.1% | -1.2% | -0.9% | -1.8% |
| 30D | -8.4% | +10.1% | -18.6% | -10.8% |
| 3M | +4.3% | +16.1% | -11.7% | +0.2% |
| 6M | -11.1% | +38.9% | -50.0% | -19.2% |
| YTD | -4.7% | +14.4% | -19.1% | -8.5% |
| 1Y | -19.8% | +5.9% | -25.7% | -21.3% |
| 3Y | +4.1% | +58.8% | -54.7% | -10.4% |
| All | +10.8% | +24.6% | -13.8% | -0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling