+604.7%
DG vs GEN
+382.5%
+222.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +0.7% | -0.3% | +1.0% | +0.8% |
| 30D | +7.4% | +28.2% | -20.7% | +3.7% |
| 3M | +8.5% | +2.6% | +5.9% | +7.7% |
| 6M | +21.9% | +32.7% | -10.8% | +16.5% |
| YTD | +4.9% | +11.3% | -6.3% | +2.3% |
| 1Y | +40.4% | +17.9% | +22.5% | +35.9% |
| 3Y | +23.5% | +66.3% | -42.8% | +12.7% |
| 5Y | -32.3% | +31.7% | -64.0% | -36.9% |
| 10Y | +119.3% | +150.0% | -30.7% | +77.9% |
| All | +604.7% | +382.5% | +222.2% | +386.1% |
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