+575.2%
HLT vs GEN
+159.8%
+415.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.2% |
| 7D | -1.6% | -1.3% | -0.3% | -1.3% |
| 30D | -5.0% | +6.1% | -11.1% | -6.3% |
| 3M | -10.4% | +27.0% | -37.3% | -15.1% |
| 6M | +3.2% | +43.9% | -40.6% | -5.4% |
| YTD | +6.7% | +13.0% | -6.2% | +2.9% |
| 1Y | +10.3% | +4.0% | +6.2% | +8.3% |
| 3Y | +99.3% | +66.2% | +33.2% | +75.8% |
| 5Y | +143.7% | +23.2% | +120.5% | +124.2% |
| All | +575.2% | +159.8% | +415.4% | +413.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling