+1,129.1%
DIA vs GEN
+2,832.3%
-1,703.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.6% | -0.2% |
| 7D | -0.2% | -1.2% | +1.0% | 0.0% |
| 30D | -1.5% | +10.1% | -11.7% | -3.2% |
| 3M | +3.8% | +16.1% | -12.3% | +1.0% |
| 6M | +10.3% | +38.9% | -28.6% | +3.6% |
| YTD | +12.1% | +14.4% | -2.3% | +8.6% |
| 1Y | +18.6% | +5.9% | +12.8% | +16.4% |
| 3Y | +60.6% | +58.8% | +1.8% | +46.0% |
| 5Y | +64.4% | +24.7% | +39.8% | +53.6% |
| 10Y | +250.1% | +163.1% | +87.0% | +177.9% |
| All | +1,129.1% | +2,832.3% | -1,703.2% | +558.5% |
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