+357.3%
AMD vs RGEN
+15.2%
+342.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.8% | -9.5% | -9.0% |
| 7D | +18.9% | -3.3% | +22.2% | +20.1% |
| 30D | -6.4% | -5.8% | -0.6% | -4.3% |
| 3M | +10.6% | +0.2% | +10.4% | +10.4% |
| 6M | +19.9% | +56.8% | -36.9% | +3.0% |
| YTD | +149.4% | +2.4% | +147.0% | +143.7% |
| 1Y | +115.4% | +11.4% | +103.9% | +104.6% |
| 3Y | +357.3% | +15.2% | +342.1% | +306.5% |
| All | +357.3% | +15.2% | +342.1% | +306.5% |
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 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