+339.7%
AVGO vs RGEN
+2.1%
+337.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.7% |
| 7D | -0.8% | -4.6% | +3.8% | +0.2% |
| 30D | -13.7% | +1.2% | -14.9% | -14.1% |
| 3M | -6.9% | +26.8% | -33.8% | -12.5% |
| 6M | +5.8% | +29.1% | -23.3% | -1.8% |
| YTD | +5.7% | +0.7% | +4.9% | +4.2% |
| 1Y | +9.0% | +39.1% | -30.0% | -1.1% |
| All | +339.7% | +2.1% | +337.6% | +353.3% |
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 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