+49.0%
DINO vs RGEN
+47.6%
+1.3%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.7% | +0.1% |
| 7D | +5.7% | -3.3% | +9.0% | +5.3% |
| 30D | -19.6% | -5.8% | -13.7% | -20.0% |
| 3M | +11.8% | +0.2% | +11.6% | +12.7% |
| 6M | +49.0% | +56.8% | -7.8% | +55.7% |
| All | +49.0% | +47.6% | +1.3% | +55.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling