+34,054.1%
HD vs GEN
+8,652.2%
+25,401.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | +5.2% | +1.0% | +4.2% | +5.1% |
| 30D | +20.7% | +29.1% | -8.3% | +15.8% |
| 3M | +0.8% | +2.9% | -2.1% | -0.1% |
| 6M | +12.2% | +33.6% | -21.4% | +6.3% |
| YTD | +4.2% | +12.0% | -7.8% | +1.1% |
| 1Y | -2.6% | +16.2% | -18.7% | -6.0% |
| 3Y | +30.0% | +65.1% | -35.1% | +17.8% |
| 5Y | +8.1% | +33.3% | -25.2% | +0.3% |
| 10Y | +247.2% | +149.7% | +97.5% | +180.9% |
| All | +34,054.1% | +8,652.2% | +25,401.9% | +10,270.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling