+407.7%
RGEN vs DAR
+311.7%
+96.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | +0.5% |
| 7D | -3.3% | +11.6% | -14.8% | -6.1% |
| 30D | -5.8% | -10.2% | +4.4% | -3.3% |
| 3M | +0.2% | -14.8% | +15.0% | +3.9% |
| 6M | +56.8% | -10.1% | +66.8% | +59.1% |
| YTD | +2.4% | +55.5% | -53.1% | -12.1% |
| 1Y | +11.4% | +61.7% | -50.2% | -5.6% |
| 3Y | +15.2% | +37.2% | -22.0% | -1.4% |
| 5Y | -35.1% | -26.9% | -8.2% | -35.2% |
| All | +407.7% | +311.7% | +96.0% | +194.2% |
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