+1,081.8%
DIA vs GEN
+2,750.0%
-1,668.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | 0.0% |
| 7D | -0.9% | +2.3% | -3.2% | -1.3% |
| 30D | +0.3% | +33.1% | -32.8% | -4.7% |
| 3M | -4.5% | +6.5% | -11.0% | -6.1% |
| 6M | +3.4% | +53.8% | -50.4% | -4.9% |
| YTD | +7.8% | +11.2% | -3.5% | +4.3% |
| 1Y | +10.7% | +19.4% | -8.6% | +5.9% |
| 3Y | +57.5% | +81.0% | -23.5% | +39.4% |
| 5Y | +53.7% | +33.4% | +20.3% | +41.2% |
| 10Y | +247.2% | +164.3% | +82.9% | +174.0% |
| All | +1,081.8% | +2,750.0% | -1,668.3% | +532.5% |
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