+19,916.1%
DINO vs RGEN
+1,585.3%
+18,330.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.2% | +2.7% |
| 7D | +4.2% | -0.9% | +5.1% | +4.2% |
| 30D | +33.9% | +2.8% | +31.0% | +33.7% |
| 3M | +50.5% | +34.5% | +16.1% | +48.7% |
| 6M | +95.2% | +40.5% | +54.7% | +92.1% |
| YTD | +140.6% | +2.8% | +137.7% | +139.4% |
| 1Y | +119.0% | +39.6% | +79.3% | +115.3% |
| 3Y | +100.4% | +4.4% | +96.0% | +97.8% |
| 5Y | +324.6% | -42.8% | +367.3% | +324.1% |
| 10Y | +485.3% | +406.7% | +78.6% | +438.4% |
| All | +19,916.1% | +1,585.3% | +18,330.8% | +16,633.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling