+0.8%
HL vs GEN
+8,765.9%
-8,765.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.4% | -4.3% | -2.1% |
| 7D | -11.1% | +2.0% | -13.2% | -11.3% |
| 30D | -12.1% | +27.7% | -39.8% | -14.2% |
| 3M | -26.1% | +3.3% | -29.4% | -26.6% |
| 6M | -37.7% | +31.8% | -69.5% | -39.7% |
| YTD | -31.7% | +13.5% | -45.2% | -33.0% |
| 1Y | -11.6% | +16.0% | -27.7% | -13.5% |
| 3Y | +249.6% | +70.6% | +179.1% | +229.7% |
| 5Y | +108.5% | +32.1% | +76.4% | +99.9% |
| 10Y | +127.0% | +153.4% | -26.4% | +104.0% |
| All | +0.8% | +8,765.9% | -8,765.1% | -15.5% |
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