+181.1%
GH vs RGEN
+39.1%
+142.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -1.2% | -2.9% | +1.7% | -0.4% |
| 30D | -3.7% | -0.1% | -3.6% | -4.0% |
| 3M | +21.7% | +25.9% | -4.3% | +11.3% |
| 6M | +75.7% | +35.2% | +40.5% | +54.8% |
| YTD | +55.7% | +0.5% | +55.2% | +47.0% |
| 1Y | +181.1% | +37.0% | +144.1% | +160.7% |
| All | +181.1% | +39.1% | +142.0% | +160.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling