+11.7%
DIA vs GEN
+18.5%
-6.7%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | +0.9% | +1.0% | -0.1% | +0.8% |
| 30D | +1.1% | +29.1% | -28.0% | -1.0% |
| 3M | -2.9% | +2.9% | -5.8% | -2.8% |
| 6M | +5.9% | +33.6% | -27.7% | +2.8% |
| YTD | +9.8% | +12.0% | -2.3% | +11.3% |
| 1Y | +11.7% | +16.2% | -4.4% | +12.0% |
| All | +11.7% | +18.5% | -6.7% | +12.0% |
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 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