+292.2%
DOV vs RGEN
+415.7%
-123.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -2.0% | -1.4% | -0.5% | -1.7% |
| 30D | -8.9% | -0.3% | -8.6% | -9.0% |
| 3M | -13.3% | +23.9% | -37.1% | -17.2% |
| 6M | -9.7% | +38.5% | -48.2% | -16.2% |
| YTD | -2.5% | +0.8% | -3.3% | -3.8% |
| 1Y | +7.2% | +38.2% | -31.0% | -1.0% |
| 3Y | +39.4% | +1.3% | +38.1% | +31.8% |
| 5Y | +15.8% | -44.0% | +59.9% | +16.4% |
| All | +292.2% | +415.7% | -123.5% | +151.7% |
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