+94.7%
DE vs GEN
+69.2%
+25.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.3% |
| 7D | +2.3% | -0.8% | +3.1% | +2.4% |
| 30D | +9.3% | +31.2% | -21.9% | +5.1% |
| 3M | +12.2% | +6.1% | +6.1% | +10.8% |
| 6M | +18.1% | +38.1% | -20.0% | +11.5% |
| YTD | +49.8% | +14.4% | +35.4% | +48.3% |
| 1Y | +46.4% | +15.1% | +31.3% | +44.7% |
| All | +94.7% | +69.2% | +25.5% | +69.7% |
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