+362.4%
ROIV vs RGEN
+18.5%
+343.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.8% |
| 7D | +9.5% | -3.1% | +12.6% | +10.3% |
| 30D | +21.0% | +0.1% | +20.9% | +20.9% |
| 3M | +18.7% | +4.8% | +14.0% | +17.1% |
| 6M | +44.5% | +48.9% | -4.4% | +31.0% |
| YTD | +92.9% | +5.3% | +87.5% | +87.1% |
| 1Y | +100.2% | +12.5% | +87.7% | +91.3% |
| All | +362.4% | +18.5% | +343.9% | +324.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling