+14,219.4%
DE vs GEN
+8,765.9%
+5,453.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -1.1% |
| 7D | +0.3% | +2.0% | -1.8% | 0.0% |
| 30D | +3.6% | +27.7% | -24.2% | -0.3% |
| 3M | +10.2% | +3.3% | +7.0% | +9.2% |
| 6M | +16.6% | +31.8% | -15.2% | +11.0% |
| YTD | +45.8% | +13.5% | +32.3% | +41.1% |
| 1Y | +43.9% | +16.0% | +27.9% | +38.8% |
| 3Y | +89.6% | +70.6% | +19.0% | +71.6% |
| 5Y | +100.3% | +32.1% | +68.2% | +86.3% |
| 10Y | +760.8% | +153.4% | +607.4% | +604.9% |
| All | +14,219.4% | +8,765.9% | +5,453.5% | +6,104.7% |
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 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