+215.6%
DOCN vs RGEN
+18.4%
+197.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.3% | +2.5% |
| 7D | -12.1% | -2.4% | -9.7% | -11.2% |
| 30D | -41.0% | +0.1% | -41.1% | -40.8% |
| 3M | -38.7% | +6.6% | -45.3% | -40.1% |
| 6M | -51.5% | +40.9% | -92.4% | -57.9% |
| YTD | +65.3% | +6.2% | +59.1% | +58.2% |
| 1Y | +53.9% | +19.4% | +34.5% | +40.6% |
| 3Y | +215.6% | +17.9% | +197.7% | +195.7% |
| All | +215.6% | +18.4% | +197.2% | +195.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling