+23,761.0%
PH vs GEN
+8,838.9%
+14,922.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.1% |
| 7D | -3.1% | -1.2% | -1.9% | -2.9% |
| 30D | -3.2% | +10.1% | -13.4% | -4.8% |
| 3M | +10.6% | +16.1% | -5.5% | +7.7% |
| 6M | -2.1% | +38.9% | -41.0% | -8.0% |
| YTD | +10.2% | +14.4% | -4.2% | +6.7% |
| 1Y | +28.2% | +5.9% | +22.4% | +25.6% |
| 3Y | +134.9% | +58.8% | +76.1% | +115.0% |
| 5Y | +253.6% | +24.7% | +229.0% | +232.7% |
| 10Y | +804.7% | +163.1% | +641.7% | +636.3% |
| All | +23,761.0% | +8,838.9% | +14,922.2% | +11,102.4% |
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 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