+31,139.8%
HD vs GEN
+8,838.9%
+22,300.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.3% |
| 7D | -2.1% | -1.2% | -0.9% | -1.9% |
| 30D | -8.4% | +10.1% | -18.6% | -9.9% |
| 3M | +4.3% | +16.1% | -11.7% | +1.7% |
| 6M | -11.1% | +38.9% | -50.0% | -16.3% |
| YTD | -4.7% | +14.4% | -19.1% | -7.5% |
| 1Y | -19.8% | +5.9% | -25.7% | -21.2% |
| 3Y | +4.1% | +58.8% | -54.7% | -4.8% |
| 5Y | +10.3% | +24.7% | -14.3% | +3.7% |
| 10Y | +203.2% | +163.1% | +40.1% | +144.1% |
| All | +31,139.8% | +8,838.9% | +22,300.9% | +9,390.6% |
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 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