+289.3%
INTC vs RGEN
+45.2%
+244.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +4.8% |
| 7D | +7.1% | -4.9% | +12.0% | +8.3% |
| 30D | -5.2% | +5.7% | -10.9% | -6.7% |
| 3M | -14.3% | +32.4% | -46.7% | -21.8% |
| 6M | +110.2% | +33.2% | +77.0% | +87.5% |
| YTD | +159.6% | +2.3% | +157.3% | +160.1% |
| 1Y | +289.3% | +39.0% | +250.3% | +239.1% |
| All | +289.3% | +45.2% | +244.1% | +239.1% |
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