+100.8%
DG vs GEN
+152.9%
-52.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.7% |
| 7D | +0.3% | +2.0% | -1.8% | 0.0% |
| 30D | +3.2% | +27.7% | -24.5% | -0.1% |
| 3M | +10.4% | +3.3% | +7.2% | +9.6% |
| 6M | +33.2% | +31.8% | +1.4% | +27.9% |
| YTD | +3.0% | +13.5% | -10.5% | +0.3% |
| 1Y | +31.2% | +16.0% | +15.2% | +27.5% |
| 3Y | +21.8% | +70.6% | -48.7% | +11.9% |
| 5Y | -35.0% | +32.1% | -67.1% | -38.9% |
| All | +100.8% | +152.9% | -52.1% | +54.4% |
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