-43.1%
RGEN vs DAR
-11.1%
-31.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | -4.9% | +1.4% | -6.3% | -5.3% |
| 30D | +5.7% | +12.8% | -7.1% | +1.4% |
| 3M | +32.4% | +7.4% | +25.1% | +28.3% |
| 6M | +33.2% | +22.3% | +10.9% | +22.5% |
| YTD | +2.3% | +81.1% | -78.8% | -18.3% |
| 1Y | +39.0% | +106.5% | -67.5% | +5.4% |
| 3Y | -4.6% | +5.3% | -9.9% | -11.8% |
| All | -43.1% | -11.1% | -31.9% | -45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling