+390.3%
GDDY vs RGEN
+437.3%
-47.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | -3.2% | -1.4% | -1.8% | -2.9% |
| 30D | +6.8% | -0.3% | +7.1% | +6.7% |
| 3M | +30.5% | +23.9% | +6.6% | +24.1% |
| 6M | +13.3% | +38.5% | -25.2% | +4.6% |
| YTD | -21.0% | +0.8% | -21.8% | -22.1% |
| 1Y | -34.0% | +38.2% | -72.2% | -39.6% |
| 3Y | +33.1% | +1.3% | +31.8% | +23.5% |
| 5Y | +30.3% | -44.0% | +74.3% | +31.7% |
| 10Y | +205.5% | +413.1% | -207.6% | +87.1% |
| All | +390.3% | +437.3% | -47.0% | +214.9% |
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 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