+32,043.9%
AVGO vs RGEN
+3,000.9%
+29,043.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.5% | +9.1% | +6.3% |
| 7D | +25.0% | -1.2% | +26.1% | +25.2% |
| 30D | +2.0% | -5.1% | +7.0% | +3.1% |
| 3M | -12.3% | +0.5% | -12.8% | -12.7% |
| 6M | -12.8% | +46.6% | -59.4% | -20.3% |
| YTD | +5.9% | +1.6% | +4.2% | +3.7% |
| 1Y | +3.3% | +5.4% | -2.1% | +0.5% |
| 3Y | +293.1% | +12.8% | +280.2% | +264.9% |
| 5Y | +606.7% | -35.6% | +642.3% | +599.3% |
| 10Y | +2,733.6% | +415.7% | +2,317.9% | +1,842.1% |
| All | +32,043.9% | +3,000.9% | +29,043.0% | +16,034.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling