+412.7%
RGEN vs DAR
+364.6%
+48.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.2% |
| 7D | -4.6% | -0.2% | -4.4% | -4.5% |
| 30D | +1.2% | +7.4% | -6.3% | -1.1% |
| 3M | +26.8% | +15.7% | +11.2% | +20.9% |
| 6M | +29.1% | +30.0% | -1.0% | +18.2% |
| YTD | +0.7% | +87.5% | -86.8% | -17.4% |
| 1Y | +39.1% | +113.4% | -74.3% | +9.4% |
| 3Y | +2.2% | +15.3% | -13.1% | -7.7% |
| 5Y | -44.0% | -4.3% | -39.7% | -47.6% |
| 10Y | +412.7% | +380.2% | +32.6% | +182.2% |
| All | +412.7% | +364.6% | +48.1% | +182.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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