+5.8%
HD vs GEN
+32.5%
-26.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -1.2% |
| 7D | +4.3% | +2.3% | +2.1% | +3.8% |
| 30D | +20.2% | +33.1% | -12.9% | +11.9% |
| 3M | -1.0% | +6.5% | -7.5% | -3.2% |
| 6M | +7.9% | +53.8% | -45.9% | -5.1% |
| YTD | +2.0% | +11.2% | -9.2% | -1.9% |
| 1Y | -4.3% | +19.4% | -23.7% | -9.9% |
| 3Y | +25.9% | +81.0% | -55.1% | +3.6% |
| All | +5.8% | +32.5% | -26.7% | -4.6% |
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