+419.5%
HL vs GEN
+57.6%
+361.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | +0.4% | -2.9% | +3.3% | +1.3% |
| 30D | +18.8% | +2.1% | +16.8% | +18.0% |
| 3M | +43.7% | +19.7% | +24.0% | +35.6% |
| 6M | -1.0% | +33.3% | -34.3% | -10.2% |
| YTD | +8.7% | +11.1% | -2.4% | +5.0% |
| 1Y | +105.0% | +3.0% | +102.0% | +103.0% |
| All | +419.5% | +57.6% | +361.8% | +358.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling