+235.9%
DIA vs GEN
+151.0%
+85.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | +0.9% | +1.0% | -0.1% | +0.7% |
| 30D | +1.1% | +29.1% | -28.0% | -3.8% |
| 3M | -2.9% | +2.9% | -5.8% | -4.0% |
| 6M | +5.9% | +33.6% | -27.7% | -0.9% |
| YTD | +9.8% | +12.0% | -2.3% | +5.9% |
| 1Y | +11.7% | +16.2% | -4.4% | +7.0% |
| 3Y | +59.5% | +65.1% | -5.5% | +41.6% |
| 5Y | +57.5% | +33.3% | +24.2% | +43.1% |
| 10Y | +235.9% | +149.7% | +86.3% | +162.1% |
| All | +235.9% | +151.0% | +85.0% | +162.1% |
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 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