+5,683.0%
RGEN vs DAR
+1,334.0%
+4,349.0%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +3.0% |
| 7D | -1.9% | -9.9% | +8.0% | -1.5% |
| 30D | +3.7% | -16.4% | +20.1% | +4.5% |
| 3M | +8.8% | -17.1% | +25.9% | +9.6% |
| 6M | +38.0% | -20.5% | +58.4% | +39.1% |
| YTD | +5.9% | +39.4% | -33.5% | +4.0% |
| 1Y | +19.7% | +57.2% | -37.6% | +16.8% |
| 3Y | +20.5% | +13.9% | +6.7% | +18.9% |
| 5Y | -35.0% | -40.8% | +5.8% | -34.5% |
| 10Y | +540.9% | +276.2% | +264.7% | +510.9% |
| All | +5,683.0% | +1,334.0% | +4,349.0% | +6,658.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling