+5,031.8%
GEN vs DAR
+1,400.9%
+3,630.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.7% | -4.6% | -0.3% |
| 7D | -0.3% | -2.8% | +2.5% | -0.1% |
| 30D | +28.2% | -12.8% | +41.0% | +29.3% |
| 3M | +2.6% | -11.6% | +14.2% | +3.3% |
| 6M | +32.7% | -16.8% | +49.5% | +34.0% |
| YTD | +11.3% | +45.9% | -34.7% | +8.0% |
| 1Y | +17.9% | +61.5% | -43.5% | +13.6% |
| 3Y | +66.3% | +23.0% | +43.4% | +61.8% |
| 5Y | +31.7% | -35.8% | +67.5% | +32.5% |
| 10Y | +150.0% | +280.4% | -130.4% | +122.1% |
| All | +5,031.8% | +1,400.9% | +3,630.9% | +4,119.2% |
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