+2.7%
HL vs GEN
+8,558.9%
-8,556.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.1% | -2.4% | -5.2% |
| 7D | -7.6% | -3.0% | -4.6% | -7.4% |
| 30D | -17.5% | +24.7% | -42.2% | -19.3% |
| 3M | -26.2% | +4.1% | -30.4% | -26.8% |
| 6M | -35.1% | +36.0% | -71.1% | -37.3% |
| YTD | -30.4% | +10.9% | -41.2% | -31.6% |
| 1Y | -14.0% | +12.2% | -26.1% | -15.5% |
| 3Y | +256.3% | +63.3% | +193.0% | +237.3% |
| 5Y | +112.5% | +29.0% | +83.5% | +104.2% |
| 10Y | +131.3% | +147.5% | -16.2% | +108.4% |
| All | +2.7% | +8,558.9% | -8,556.2% | -13.7% |
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 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