+124.1%
HL vs GEN
+35.2%
+88.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.7% |
| 7D | -5.6% | -0.8% | -4.7% | -5.4% |
| 30D | -16.2% | +31.2% | -47.4% | -21.9% |
| 3M | -20.5% | +6.1% | -26.6% | -22.2% |
| 6M | -31.7% | +38.1% | -69.8% | -38.4% |
| YTD | -26.4% | +14.4% | -40.8% | -30.1% |
| 1Y | -4.3% | +15.1% | -19.5% | -9.3% |
| 3Y | +276.9% | +68.5% | +208.3% | +214.7% |
| 5Y | +124.1% | +35.8% | +88.2% | +80.6% |
| All | +124.1% | +35.2% | +88.9% | +80.6% |
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