+195.2%
AMD vs RGEN
+45.2%
+150.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +5.9% | +4.9% |
| 7D | +2.6% | -4.9% | +7.5% | +3.4% |
| 30D | -0.9% | +5.7% | -6.6% | -1.9% |
| 3M | -8.7% | +32.4% | -41.2% | -14.7% |
| 6M | +136.3% | +33.2% | +103.2% | +116.4% |
| YTD | +123.0% | +2.3% | +120.7% | +121.6% |
| 1Y | +195.2% | +39.0% | +156.2% | +197.3% |
| All | +195.2% | +45.2% | +150.0% | +197.3% |
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