+137.3%
ADBE vs RGEN
+415.2%
-277.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.7% |
| 7D | +1.6% | -3.3% | +4.9% | +2.5% |
| 30D | +1.0% | -5.8% | +6.8% | +2.4% |
| 3M | -10.1% | +0.2% | -10.3% | -11.1% |
| 6M | +3.0% | +56.8% | -53.8% | -11.7% |
| YTD | -30.5% | +2.4% | -32.9% | -33.1% |
| 1Y | -27.1% | +11.4% | -38.6% | -31.7% |
| 3Y | -58.8% | +15.2% | -74.0% | -64.6% |
| 5Y | -63.0% | -35.1% | -27.9% | -63.9% |
| All | +137.3% | +415.2% | -277.8% | +11.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling