+155.4%
GEN vs DAR
+290.1%
-134.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.1% | -3.0% | +1.3% |
| 7D | -0.8% | +3.6% | -4.4% | -1.4% |
| 30D | +31.2% | -11.3% | +42.5% | +33.4% |
| 3M | +6.1% | -13.1% | +19.2% | +8.0% |
| 6M | +38.1% | -15.1% | +53.2% | +40.7% |
| YTD | +14.4% | +50.5% | -36.1% | +5.5% |
| 1Y | +15.1% | +57.9% | -42.8% | +5.2% |
| 3Y | +68.5% | +28.9% | +39.6% | +55.3% |
| 5Y | +35.8% | -31.4% | +67.3% | +35.8% |
| 10Y | +155.4% | +301.0% | -145.6% | +78.5% |
| All | +155.4% | +290.1% | -134.7% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling