+1.7%
GEN vs DAR
+108.5%
-106.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.9% | -5.7% | -2.6% |
| 7D | -0.7% | -0.9% | +0.2% | -0.7% |
| 30D | +2.6% | +13.0% | -10.3% | +3.3% |
| 3M | +15.8% | +15.0% | +0.8% | +16.3% |
| 6M | +33.1% | +26.8% | +6.3% | +33.8% |
| YTD | +11.3% | +86.4% | -75.1% | +10.9% |
| 1Y | +1.7% | +115.1% | -113.4% | +0.3% |
| All | +1.7% | +108.5% | -106.8% | +0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling