+5,030.1%
GEN vs DAR
+1,334.0%
+3,696.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.6% |
| 7D | +2.3% | -9.9% | +12.2% | +3.0% |
| 30D | +33.1% | -16.4% | +49.4% | +34.6% |
| 3M | +6.5% | -17.1% | +23.5% | +7.7% |
| 6M | +53.8% | -20.5% | +74.3% | +55.8% |
| YTD | +11.2% | +39.4% | -28.2% | +8.3% |
| 1Y | +19.4% | +57.2% | -37.8% | +15.2% |
| 3Y | +81.0% | +13.9% | +67.2% | +77.0% |
| 5Y | +33.4% | -40.8% | +74.3% | +34.9% |
| 10Y | +164.3% | +276.2% | -111.9% | +135.1% |
| All | +5,030.1% | +1,334.0% | +3,696.1% | +4,130.9% |
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