+81.0%
GEN vs DAR
+11.9%
+69.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.5% |
| 7D | +2.3% | -9.9% | +12.2% | +3.3% |
| 30D | +33.1% | -16.4% | +49.4% | +35.4% |
| 3M | +6.5% | -17.1% | +23.5% | +8.2% |
| 6M | +53.8% | -20.5% | +74.3% | +56.8% |
| YTD | +11.2% | +39.4% | -28.2% | +4.0% |
| 1Y | +19.4% | +57.2% | -37.8% | +9.3% |
| 3Y | +81.0% | +13.9% | +67.2% | +73.4% |
| All | +81.0% | +11.9% | +69.2% | +73.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling