+1,107.4%
DIA vs GEN
+2,751.0%
-1,643.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.1% | +2.2% |
| 7D | +0.8% | -0.3% | +1.1% | +0.8% |
| 30D | +1.4% | +28.2% | -26.8% | -2.9% |
| 3M | -2.7% | +2.6% | -5.3% | -3.7% |
| 6M | +6.2% | +32.7% | -26.5% | +0.3% |
| YTD | +10.1% | +11.3% | -1.2% | +6.6% |
| 1Y | +13.0% | +17.9% | -4.9% | +8.3% |
| 3Y | +61.9% | +66.3% | -4.5% | +45.3% |
| 5Y | +57.1% | +31.7% | +25.4% | +44.7% |
| 10Y | +240.9% | +150.0% | +90.9% | +171.4% |
| All | +1,107.4% | +2,751.0% | -1,643.6% | +546.2% |
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