+792.3%
PH vs GEN
+150.2%
+642.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | 0.0% |
| 7D | +0.4% | -0.7% | +1.1% | +0.5% |
| 30D | -10.8% | +2.6% | -13.5% | -11.5% |
| 3M | +8.5% | +15.8% | -7.3% | +4.1% |
| 6M | +3.9% | +33.1% | -29.2% | -4.7% |
| YTD | +9.4% | +11.3% | -1.9% | +5.0% |
| 1Y | +26.8% | +1.7% | +25.1% | +24.7% |
| 3Y | +140.8% | +58.1% | +82.7% | +109.3% |
| 5Y | +253.8% | +20.6% | +233.2% | +221.6% |
| 10Y | +792.3% | +149.0% | +643.4% | +537.1% |
| All | +792.3% | +150.2% | +642.2% | +537.1% |
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