+3,595.7%
DLR vs GEN
+193.8%
+3,401.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.9% |
| 7D | +1.6% | -1.2% | +2.8% | +1.9% |
| 30D | -3.4% | +10.1% | -13.5% | -6.0% |
| 3M | +0.5% | +16.1% | -15.6% | -4.0% |
| 6M | +4.6% | +38.9% | -34.3% | -5.7% |
| YTD | +23.4% | +14.4% | +9.0% | +17.0% |
| 1Y | +19.0% | +5.9% | +13.2% | +15.1% |
| 3Y | +56.5% | +58.8% | -2.3% | +32.6% |
| 5Y | +33.3% | +24.7% | +8.7% | +18.1% |
| 10Y | +165.1% | +163.1% | +2.1% | +72.1% |
| All | +3,595.7% | +193.8% | +3,401.9% | +1,620.5% |
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