-54.4%
ADBE vs RGEN
+4.3%
-58.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.0% | -3.6% |
| 7D | -10.1% | -0.9% | -9.2% | -10.0% |
| 30D | -3.0% | +2.8% | -5.8% | -3.5% |
| 3M | +5.0% | +34.5% | -29.5% | -0.1% |
| 6M | -9.3% | +40.5% | -49.7% | -14.7% |
| YTD | -26.5% | +2.8% | -29.3% | -27.5% |
| 1Y | -28.3% | +39.6% | -67.9% | -33.1% |
| All | -54.4% | +4.3% | -58.7% | -54.0% |
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