+8,297.1%
GEN vs DOC
+2,974.4%
+5,322.7%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -1.7% |
| 7D | -1.2% | -1.5% | +0.3% | -0.8% |
| 30D | +10.1% | -4.8% | +14.9% | +11.6% |
| 3M | +16.1% | +6.9% | +9.2% | +13.8% |
| 6M | +38.9% | +20.7% | +18.1% | +30.6% |
| YTD | +14.4% | +34.1% | -19.7% | +4.3% |
| 1Y | +5.9% | +22.6% | -16.8% | -1.2% |
| 3Y | +58.8% | +20.8% | +38.0% | +47.3% |
| 5Y | +24.7% | -24.9% | +49.5% | +30.7% |
| 10Y | +163.1% | -1.8% | +164.9% | +137.3% |
| All | +8,297.1% | +2,974.4% | +5,322.7% | +1,964.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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