+134.5%
PH vs GEN
+67.9%
+66.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.4% |
| 7D | +4.3% | +2.0% | +2.3% | +4.0% |
| 30D | +0.1% | +27.7% | -27.6% | -4.2% |
| 3M | -9.4% | +3.3% | -12.6% | -10.1% |
| 6M | +8.8% | +31.8% | -23.1% | +1.1% |
| YTD | +9.6% | +13.5% | -3.9% | +7.8% |
| 1Y | +14.4% | +16.0% | -1.6% | +11.4% |
| 3Y | +134.5% | +70.6% | +64.0% | +102.2% |
| All | +134.5% | +67.9% | +66.6% | +102.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling