+26.8%
PH vs GEN
+2.7%
+24.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.9% |
| 7D | +0.4% | -0.7% | +1.1% | +0.4% |
| 30D | -10.8% | +2.6% | -13.5% | -10.6% |
| 3M | +8.5% | +15.8% | -7.3% | +9.9% |
| 6M | +3.9% | +33.1% | -29.2% | +6.6% |
| YTD | +9.4% | +11.3% | -1.9% | +16.1% |
| 1Y | +26.8% | +1.7% | +25.1% | +39.1% |
| All | +26.8% | +2.7% | +24.1% | +39.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling