+328.2%
DOV vs RGEN
+411.3%
-83.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -0.7% |
| 7D | +3.4% | -1.2% | +4.6% | +3.6% |
| 30D | +8.8% | -5.1% | +13.9% | +9.7% |
| 3M | +0.9% | +0.5% | +0.4% | +0.3% |
| 6M | -2.8% | +46.6% | -49.4% | -10.9% |
| YTD | +8.1% | +1.6% | +6.5% | +5.9% |
| 1Y | +15.2% | +5.4% | +9.9% | +12.0% |
| 3Y | +64.5% | +12.8% | +51.7% | +52.5% |
| 5Y | +28.9% | -35.6% | +64.5% | +26.2% |
| All | +328.2% | +411.3% | -83.1% | +184.7% |
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 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