+14,606.5%
DE vs GEN
+8,834.5%
+5,772.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.9% |
| 3M | +12.2% | +6.1% | +6.1% | +10.7% |
| 6M | +18.1% | +38.1% | -20.0% | +11.7% |
| YTD | +49.8% | +14.4% | +35.4% | +44.8% |
| 1Y | +46.4% | +15.1% | +31.3% | +41.4% |
| 3Y | +92.5% | +68.5% | +24.0% | +74.6% |
| 5Y | +107.4% | +35.8% | +71.6% | +92.1% |
| 10Y | +784.1% | +155.4% | +628.7% | +623.2% |
| All | +14,606.5% | +8,834.5% | +5,772.1% | +6,265.7% |
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