+101.9%
HAS vs RGEN
+508.6%
-406.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.5% | +1.1% |
| 7D | +2.2% | +3.5% | -1.3% | +1.5% |
| 30D | +29.6% | +2.9% | +26.7% | +28.7% |
| 3M | +30.3% | +9.2% | +21.1% | +27.4% |
| 6M | +25.6% | +44.9% | -19.3% | +15.5% |
| YTD | +50.8% | +9.2% | +41.6% | +45.8% |
| 1Y | +63.0% | +25.3% | +37.7% | +53.2% |
| 3Y | +211.6% | +21.7% | +189.8% | +185.0% |
| 5Y | +50.4% | -34.5% | +84.9% | +45.9% |
| 10Y | +101.9% | +478.9% | -377.0% | +29.0% |
| All | +101.9% | +508.6% | -406.8% | +29.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling