+6,523.8%
DOV vs RGEN
+1,626.2%
+4,897.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.2% |
| 7D | -0.1% | -3.1% | +3.0% | +0.1% |
| 30D | +11.3% | +0.1% | +11.2% | +11.3% |
| 3M | +2.2% | +4.8% | -2.6% | +1.8% |
| 6M | -2.9% | +48.9% | -51.9% | -5.1% |
| YTD | +9.6% | +5.3% | +4.3% | +8.9% |
| 1Y | +16.7% | +12.5% | +4.2% | +15.5% |
| 3Y | +66.9% | +17.0% | +49.9% | +63.7% |
| 5Y | +32.0% | -35.4% | +67.3% | +31.6% |
| 10Y | +334.8% | +434.6% | -99.8% | +295.5% |
| All | +6,523.8% | +1,626.2% | +4,897.6% | +5,258.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling