+636.8%
HLT vs GEN
+272.3%
+364.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -1.5% | -2.9% | +1.5% | -0.8% |
| 30D | -1.2% | +2.1% | -3.3% | -1.8% |
| 3M | -10.3% | +19.7% | -30.1% | -14.2% |
| 6M | +1.3% | +33.3% | -32.0% | -6.1% |
| YTD | +7.0% | +11.1% | -4.1% | +3.3% |
| 1Y | +11.9% | +3.0% | +8.9% | +9.9% |
| 3Y | +100.7% | +57.9% | +42.8% | +77.2% |
| 5Y | +147.5% | +20.6% | +126.9% | +127.7% |
| 10Y | +586.5% | +153.2% | +433.3% | +400.8% |
| All | +636.8% | +272.3% | +364.5% | +396.9% |
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