+250.8%
DINO vs RGEN
-37.9%
+288.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.5% | +3.9% | +0.8% |
| 7D | +4.5% | -1.2% | +5.6% | +4.6% |
| 30D | -20.3% | -5.1% | -15.3% | -20.0% |
| 3M | +16.2% | +0.5% | +15.7% | +15.6% |
| 6M | +44.1% | +46.6% | -2.5% | +36.4% |
| YTD | +126.9% | +1.6% | +125.2% | +124.3% |
| 1Y | +94.0% | +5.4% | +88.6% | +90.7% |
| 3Y | +114.2% | +12.8% | +101.4% | +103.0% |
| 5Y | +250.8% | -35.6% | +286.3% | +214.0% |
| All | +250.8% | -37.9% | +288.6% | +214.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling