+114.1%
AG vs RGEN
+39.1%
+75.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.6% | -4.8% |
| 7D | -5.8% | -2.9% | -2.9% | -4.7% |
| 30D | +6.4% | -0.1% | +6.4% | +6.7% |
| 3M | +28.4% | +25.9% | +2.4% | +18.2% |
| 6M | -24.5% | +35.2% | -59.7% | -33.4% |
| YTD | +21.2% | +0.5% | +20.7% | +23.2% |
| 1Y | +114.1% | +37.0% | +77.1% | +115.5% |
| All | +114.1% | +39.1% | +75.0% | +115.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling