+18.6%
DLR vs GEN
+0.6%
+18.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | -0.1% | -0.2% |
| 7D | +2.9% | -2.9% | +5.8% | +2.9% |
| 30D | -1.2% | +2.1% | -3.2% | -1.2% |
| 3M | +2.9% | +19.7% | -16.8% | +2.5% |
| 6M | +6.7% | +33.3% | -26.6% | +5.7% |
| YTD | +23.9% | +11.1% | +12.8% | +25.5% |
| 1Y | +18.6% | +3.0% | +15.6% | +18.1% |
| All | +18.6% | +0.6% | +18.0% | +18.1% |
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