+132.9%
PH vs GEN
+79.4%
+53.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.6% | +5.5% | +3.3% |
| 7D | +2.0% | +2.3% | -0.3% | +1.6% |
| 30D | -3.7% | +33.1% | -36.7% | -8.5% |
| 3M | -14.0% | +6.5% | -20.5% | -15.4% |
| 6M | +2.1% | +53.8% | -51.7% | -9.4% |
| YTD | +5.1% | +11.2% | -6.2% | +3.6% |
| 1Y | +10.9% | +19.4% | -8.4% | +6.2% |
| 3Y | +132.9% | +81.0% | +51.9% | +111.4% |
| All | +132.9% | +79.4% | +53.6% | +111.4% |
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