+3,922.7%
DELL vs RGEN
+414.1%
+3,508.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.2% | -5.1% | -5.3% |
| 7D | -1.9% | -2.9% | +1.0% | -1.3% |
| 30D | +14.9% | -0.1% | +14.9% | +14.8% |
| 3M | +37.2% | +25.9% | +11.3% | +30.2% |
| 6M | +254.0% | +35.2% | +218.8% | +229.0% |
| YTD | +306.1% | +0.5% | +305.6% | +300.1% |
| 1Y | +312.3% | +37.0% | +275.3% | +280.7% |
| 3Y | +654.0% | +2.0% | +652.0% | +611.5% |
| 5Y | +1,055.3% | -44.2% | +1,099.5% | +1,063.9% |
| All | +3,922.7% | +414.1% | +3,508.6% | +2,481.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling