+84.2%
DOCN vs RGEN
-13.3%
+97.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.1% | +4.9% | +6.5% |
| 7D | -12.8% | +3.5% | -16.3% | -13.8% |
| 30D | -41.9% | +2.9% | -44.8% | -42.5% |
| 3M | -36.9% | +9.2% | -46.1% | -39.9% |
| 6M | -52.2% | +44.9% | -97.2% | -61.8% |
| YTD | +62.7% | +9.2% | +53.5% | +48.8% |
| 1Y | +58.2% | +25.3% | +33.0% | +34.2% |
| 3Y | +219.5% | +21.7% | +197.7% | +147.5% |
| 5Y | -32.9% | -34.5% | +1.6% | -32.5% |
| All | +84.2% | -13.3% | +97.5% | +46.3% |
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