+228.7%
HL vs GEN
+22.3%
+206.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.5% |
| 7D | -4.4% | -1.3% | -3.1% | -4.0% |
| 30D | +9.3% | +6.1% | +3.2% | +7.4% |
| 3M | +32.0% | +27.0% | +5.0% | +22.7% |
| 6M | -6.4% | +43.9% | -50.3% | -16.7% |
| YTD | +3.1% | +13.0% | -9.8% | -1.3% |
| 1Y | +77.6% | +4.0% | +73.5% | +74.0% |
| 3Y | +392.8% | +66.2% | +326.6% | +313.3% |
| All | +228.7% | +22.3% | +206.4% | +183.8% |
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