+8,164.6%
AMD vs RGEN
+450.6%
+7,714.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.1% | +7.6% |
| 7D | +13.1% | -3.1% | +16.2% | +15.2% |
| 30D | -7.0% | +0.1% | -7.0% | -6.3% |
| 3M | +16.6% | +4.8% | +11.8% | +13.9% |
| 6M | +20.5% | +48.9% | -28.4% | -0.8% |
| YTD | +158.2% | +5.3% | +152.8% | +144.4% |
| 1Y | +132.8% | +12.5% | +120.3% | +113.8% |
| 3Y | +366.2% | +17.0% | +349.2% | +283.9% |
| 5Y | +278.7% | -35.4% | +314.0% | +280.8% |
| 10Y | +8,164.6% | +434.6% | +7,730.0% | +2,870.9% |
| All | +8,164.6% | +450.6% | +7,714.0% | +2,870.9% |
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