+583.4%
DG vs GEN
+396.2%
+187.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +1.8% |
| 7D | +8.4% | -1.2% | +9.6% | +8.5% |
| 30D | +4.9% | +10.1% | -5.2% | +3.4% |
| 3M | +29.3% | +16.1% | +13.3% | +26.4% |
| 6M | -11.3% | +38.9% | -50.1% | -15.6% |
| YTD | +1.8% | +14.4% | -12.7% | -0.8% |
| 1Y | +25.3% | +5.9% | +19.5% | +23.4% |
| 3Y | +9.1% | +58.8% | -49.7% | +0.4% |
| 5Y | -34.9% | +24.7% | -59.5% | -38.7% |
| 10Y | +108.2% | +163.1% | -54.9% | +67.8% |
| All | +583.4% | +396.2% | +187.2% | +371.0% |
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