+329.1%
DOV vs RGEN
+415.2%
-86.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.5% | +0.1% |
| 7D | +3.0% | -3.3% | +6.3% | +3.6% |
| 30D | +8.6% | -5.8% | +14.4% | +9.7% |
| 3M | +1.9% | +0.2% | +1.7% | +1.2% |
| 6M | -1.7% | +56.8% | -58.4% | -11.0% |
| YTD | +8.3% | +2.4% | +5.9% | +6.0% |
| 1Y | +16.6% | +11.4% | +5.1% | +12.1% |
| 3Y | +65.1% | +15.2% | +50.0% | +52.5% |
| 5Y | +29.2% | -35.1% | +64.3% | +26.3% |
| All | +329.1% | +415.2% | -86.0% | +184.9% |
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 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