+111.8%
DG vs GEN
+151.0%
-39.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | +5.2% | +1.0% | +4.2% | +5.1% |
| 30D | +7.9% | +29.1% | -21.2% | +4.4% |
| 3M | +12.7% | +2.9% | +9.8% | +11.9% |
| 6M | +22.4% | +33.6% | -11.2% | +17.4% |
| YTD | +5.4% | +12.0% | -6.6% | +2.9% |
| 1Y | +39.4% | +16.2% | +23.2% | +35.5% |
| 3Y | +24.1% | +65.1% | -40.9% | +14.5% |
| 5Y | -32.2% | +33.3% | -65.5% | -36.3% |
| 10Y | +111.8% | +149.7% | -37.9% | +67.7% |
| All | +111.8% | +151.0% | -39.2% | +67.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling