+189.5%
DLR vs GEN
+156.5%
+33.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -1.9% | -0.2% |
| 7D | -2.0% | -0.8% | -1.2% | -1.9% |
| 30D | +0.5% | +31.2% | -30.7% | -4.4% |
| 3M | -4.4% | +6.1% | -10.5% | -6.0% |
| 6M | -6.4% | +38.1% | -44.5% | -12.9% |
| YTD | +19.5% | +14.4% | +5.1% | +14.8% |
| 1Y | +10.5% | +15.1% | -4.6% | +6.0% |
| 3Y | +54.0% | +68.5% | -14.5% | +35.7% |
| 5Y | +39.7% | +35.8% | +3.9% | +25.9% |
| 10Y | +189.5% | +155.4% | +34.2% | +116.9% |
| All | +189.5% | +156.5% | +33.0% | +116.9% |
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