+475.0%
DINO vs RGEN
+415.7%
+59.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | +2.3% | -1.4% | +3.7% | +2.5% |
| 30D | +22.6% | -0.3% | +23.0% | +22.6% |
| 3M | +55.2% | +23.9% | +31.3% | +50.8% |
| 6M | +93.8% | +38.5% | +55.2% | +84.9% |
| YTD | +139.5% | +0.8% | +138.7% | +137.2% |
| 1Y | +115.3% | +38.2% | +77.1% | +104.2% |
| 3Y | +98.8% | +1.3% | +97.5% | +90.8% |
| 5Y | +333.5% | -44.0% | +377.5% | +329.9% |
| All | +475.0% | +415.7% | +59.3% | +211.4% |
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