+589.6%
DG vs GEN
+382.3%
+207.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.6% | -0.4% | -2.7% |
| 7D | +1.1% | +2.3% | -1.2% | +0.8% |
| 30D | +9.5% | +33.1% | -23.5% | +5.1% |
| 3M | +5.5% | +6.5% | -1.0% | +4.1% |
| 6M | +16.1% | +53.8% | -37.7% | +8.5% |
| YTD | +2.7% | +11.2% | -8.6% | +0.1% |
| 1Y | +42.1% | +19.4% | +22.7% | +37.3% |
| 3Y | +19.3% | +81.0% | -61.8% | +7.5% |
| 5Y | -35.3% | +33.4% | -68.8% | -39.8% |
| 10Y | +123.9% | +164.3% | -40.4% | +79.9% |
| All | +589.6% | +382.3% | +207.3% | +375.7% |
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 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