+39.4%
GOOGL vs RGEN
+39.1%
+0.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -2.8% | -2.9% | +0.1% | -2.4% |
| 30D | -3.2% | -0.1% | -3.1% | -3.3% |
| 3M | -6.6% | +25.9% | -32.6% | -10.6% |
| 6M | +8.5% | +35.2% | -26.8% | +1.6% |
| YTD | +6.5% | +0.5% | +6.0% | +4.0% |
| 1Y | +39.4% | +37.0% | +2.5% | +33.8% |
| All | +39.4% | +39.1% | +0.3% | +33.8% |
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