+5,178.2%
GEN vs DAR
+1,762.6%
+3,415.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.1% |
| 7D | -1.2% | +1.4% | -2.5% | -1.3% |
| 30D | +10.1% | +12.8% | -2.6% | +9.2% |
| 3M | +16.1% | +7.4% | +8.7% | +15.4% |
| 6M | +38.9% | +22.3% | +16.6% | +36.6% |
| YTD | +14.4% | +81.1% | -66.6% | +9.6% |
| 1Y | +5.9% | +106.5% | -100.6% | +0.3% |
| 3Y | +58.8% | +5.3% | +53.5% | +56.0% |
| 5Y | +24.7% | -11.5% | +36.2% | +22.9% |
| 10Y | +163.1% | +353.3% | -190.3% | +131.1% |
| All | +5,178.2% | +1,762.6% | +3,415.6% | +4,181.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling