+1,055.9%
IJH vs GEN
+965.6%
+90.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -0.7% | -2.9% | +2.2% | 0.0% |
| 30D | -3.8% | +2.1% | -5.9% | -4.4% |
| 3M | 0.0% | +19.7% | -19.7% | -4.7% |
| 6M | +8.8% | +33.3% | -24.5% | +0.1% |
| YTD | +13.5% | +11.1% | +2.4% | +9.1% |
| 1Y | +15.4% | +3.0% | +12.4% | +12.9% |
| 3Y | +50.9% | +57.9% | -7.0% | +31.3% |
| 5Y | +47.8% | +20.6% | +27.2% | +34.9% |
| 10Y | +183.1% | +153.2% | +29.8% | +101.7% |
| All | +1,055.9% | +965.6% | +90.3% | +416.6% |
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