+7.9%
DT vs GEN
+3.4%
+4.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.2% |
| 7D | -2.5% | -4.4% | +1.8% | -0.2% |
| 30D | +3.5% | +3.7% | -0.2% | +1.6% |
| 3M | +26.7% | +22.2% | +4.5% | +13.6% |
| 6M | +36.1% | +38.9% | -2.8% | +13.6% |
| YTD | +18.6% | +11.9% | +6.8% | +12.1% |
| 1Y | +7.9% | +4.5% | +3.4% | +8.0% |
| All | +7.9% | +3.4% | +4.5% | +8.0% |
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