+2,271.9%
D vs RGEN
+1,576.0%
+695.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.4% |
| 7D | +1.5% | -4.9% | +6.4% | +1.6% |
| 30D | -2.6% | +5.7% | -8.3% | -2.7% |
| 3M | 0.0% | +32.4% | -32.4% | -0.7% |
| 6M | +7.4% | +33.2% | -25.8% | +6.6% |
| YTD | +15.9% | +2.3% | +13.6% | +15.6% |
| 1Y | +18.1% | +39.0% | -20.9% | +17.0% |
| 3Y | +58.4% | -4.6% | +63.0% | +57.4% |
| 5Y | +5.2% | -42.7% | +47.9% | +5.0% |
| 10Y | +35.9% | +433.6% | -397.7% | +29.9% |
| All | +2,271.9% | +1,576.0% | +695.9% | +2,020.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded RGEN 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling