+197.3%
ROIV vs RGEN
-3.7%
+201.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.8% |
| 7D | +0.6% | -4.9% | +5.6% | +1.6% |
| 30D | +1.0% | +5.7% | -4.7% | -0.3% |
| 3M | +18.3% | +32.4% | -14.2% | +10.7% |
| 6M | +18.3% | +33.2% | -14.9% | +10.0% |
| YTD | +61.0% | +2.3% | +58.7% | +57.7% |
| 1Y | +177.9% | +39.0% | +138.9% | +154.0% |
| All | +197.3% | -3.7% | +201.0% | +174.9% |
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