+3,457.3%
DLR vs GEN
+185.6%
+3,271.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.0% |
| 3M | -6.4% | +2.6% | -9.0% | -8.1% |
| 6M | -6.5% | +32.7% | -39.2% | -15.0% |
| YTD | +18.8% | +11.3% | +7.5% | +12.4% |
| 1Y | +9.0% | +17.9% | -8.9% | +1.4% |
| 3Y | +54.5% | +66.3% | -11.8% | +28.1% |
| 5Y | +35.8% | +31.7% | +4.2% | +17.5% |
| 10Y | +177.5% | +150.0% | +27.5% | +81.6% |
| All | +3,457.3% | +185.6% | +3,271.6% | +1,552.5% |
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