+66.5%
AG vs RGEN
+414.1%
-347.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.6% | -4.8% |
| 7D | -5.8% | -2.9% | -2.9% | -5.2% |
| 30D | +6.4% | -0.1% | +6.4% | +6.5% |
| 3M | +28.4% | +25.9% | +2.4% | +22.3% |
| 6M | -24.5% | +35.2% | -59.7% | -29.4% |
| YTD | +21.2% | +0.5% | +20.7% | +20.3% |
| 1Y | +114.1% | +37.0% | +77.1% | +100.3% |
| 3Y | +268.0% | +2.0% | +266.0% | +252.6% |
| 5Y | +67.3% | -44.2% | +111.5% | +69.0% |
| All | +66.5% | +414.1% | -347.6% | +33.2% |
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 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