+54.5%
DLR vs GEN
+63.2%
-8.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +2.4% | -0.3% | +2.7% | +2.4% |
| 30D | +0.7% | +28.2% | -27.4% | -2.5% |
| 3M | -6.4% | +2.6% | -9.0% | -7.1% |
| 6M | -6.5% | +32.7% | -39.2% | -11.4% |
| YTD | +18.8% | +11.3% | +7.5% | +16.8% |
| 1Y | +9.0% | +17.9% | -8.9% | +5.6% |
| 3Y | +54.5% | +66.3% | -11.8% | +27.3% |
| All | +54.5% | +63.2% | -8.7% | +27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling