+221.3%
ROIV vs RGEN
+37.7%
+183.6%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +0.6% | +18.2% | +18.6% |
| 7D | +20.2% | -0.9% | +21.0% | +20.4% |
| 30D | +14.1% | +2.8% | +11.3% | +13.5% |
| 3M | +45.6% | +34.5% | +11.1% | +36.0% |
| 6M | +44.1% | +40.5% | +3.7% | +32.4% |
| YTD | +91.2% | +2.8% | +88.3% | +82.9% |
| 1Y | +221.3% | +39.6% | +181.7% | +200.2% |
| All | +221.3% | +37.7% | +183.6% | +200.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling