+678.3%
DELL vs RGEN
+2.1%
+676.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.3% | +0.7% |
| 7D | +8.7% | -4.6% | +13.3% | +9.7% |
| 30D | +16.9% | +1.2% | +15.7% | +16.6% |
| 3M | +40.4% | +26.8% | +13.6% | +32.9% |
| 6M | +267.1% | +29.1% | +238.0% | +243.7% |
| YTD | +329.1% | +0.7% | +328.4% | +324.6% |
| 1Y | +346.9% | +39.1% | +307.9% | +310.4% |
| All | +678.3% | +2.1% | +676.2% | +674.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling