+459.9%
DDOG vs GEN
+147.3%
+312.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.5% | +0.2% |
| 7D | -6.1% | -0.7% | -5.4% | -5.8% |
| 30D | -10.1% | +2.6% | -12.8% | -11.4% |
| 3M | -9.3% | +15.8% | -25.0% | -16.3% |
| 6M | +67.2% | +33.1% | +34.0% | +43.9% |
| YTD | +54.6% | +11.3% | +43.3% | +45.0% |
| 1Y | +54.1% | +1.7% | +52.4% | +50.3% |
| 3Y | +115.3% | +58.1% | +57.1% | +65.7% |
| 5Y | +50.6% | +20.6% | +30.0% | +26.2% |
| All | +459.9% | +147.3% | +312.6% | +219.1% |
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