+39.4%
DG vs GEN
+18.5%
+20.9%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.3% |
| 7D | +5.2% | +1.0% | +4.2% | +5.1% |
| 30D | +7.9% | +29.1% | -21.2% | +2.9% |
| 3M | +12.7% | +2.9% | +9.8% | +12.1% |
| 6M | +22.4% | +33.6% | -11.2% | +15.0% |
| YTD | +5.4% | +12.0% | -6.6% | +3.4% |
| 1Y | +39.4% | +16.2% | +23.2% | +35.8% |
| All | +39.4% | +18.5% | +20.9% | +35.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling