+389.2%
ROIV vs RGEN
-35.5%
+424.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -1.9% | -1.4% |
| 7D | +1.7% | -3.3% | +5.0% | +2.6% |
| 30D | +17.6% | -5.8% | +23.4% | +19.4% |
| 3M | +9.0% | +0.2% | +8.8% | +8.3% |
| 6M | +35.3% | +56.8% | -21.5% | +17.9% |
| YTD | +82.2% | +2.4% | +79.8% | +77.2% |
| 1Y | +92.3% | +11.4% | +80.8% | +82.3% |
| 3Y | +336.8% | +15.2% | +321.6% | +286.2% |
| All | +389.2% | -35.5% | +424.7% | +370.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling