+55.0%
DDOG vs GEN
+24.6%
+30.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | +0.5% |
| 7D | -10.1% | -1.2% | -9.0% | -9.5% |
| 30D | -24.8% | +10.1% | -34.9% | -29.2% |
| 3M | -12.6% | +16.1% | -28.7% | -20.6% |
| 6M | +79.9% | +38.9% | +41.1% | +47.2% |
| YTD | +56.6% | +14.4% | +42.1% | +42.4% |
| 1Y | +61.6% | +5.9% | +55.7% | +52.8% |
| 3Y | +117.9% | +58.8% | +59.1% | +55.7% |
| All | +55.0% | +24.6% | +30.4% | +12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling