+45.6%
DE vs GEN
+3.4%
+42.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | -2.4% | -4.3% | +2.0% | -2.5% |
| 30D | +9.7% | +3.8% | +5.9% | +9.7% |
| 3M | +21.4% | +22.3% | -0.9% | +22.7% |
| 6M | +15.0% | +39.0% | -23.9% | +18.1% |
| YTD | +46.4% | +11.9% | +34.5% | +55.0% |
| 1Y | +45.6% | +4.5% | +41.1% | +57.6% |
| All | +45.6% | +3.4% | +42.2% | +57.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling