+250.4%
ROIV vs RGEN
-42.4%
+292.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.8% |
| 7D | +0.6% | -4.9% | +5.6% | +1.9% |
| 30D | +1.0% | +5.7% | -4.7% | -0.6% |
| 3M | +18.3% | +32.4% | -14.2% | +8.8% |
| 6M | +18.3% | +33.2% | -14.9% | +8.0% |
| YTD | +61.0% | +2.3% | +58.7% | +57.3% |
| 1Y | +177.9% | +39.0% | +138.9% | +147.9% |
| 3Y | +199.1% | -4.6% | +203.7% | +181.4% |
| All | +250.4% | -42.4% | +292.8% | +219.1% |
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