+261.2%
HL vs GEN
+157.3%
+103.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.2% |
| 7D | -5.6% | -4.3% | -1.3% | -4.6% |
| 30D | +12.7% | +3.8% | +9.0% | +11.6% |
| 3M | +42.5% | +22.3% | +20.3% | +34.8% |
| 6M | -9.0% | +39.0% | -48.0% | -17.1% |
| YTD | +4.4% | +11.9% | -7.5% | +0.4% |
| 1Y | +82.7% | +4.5% | +78.2% | +78.5% |
| 3Y | +406.3% | +59.0% | +347.3% | +339.8% |
| 5Y | +238.2% | +22.0% | +216.2% | +206.7% |
| All | +261.2% | +157.3% | +103.9% | +166.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling