+305.0%
INTC vs RGEN
+39.1%
+265.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.3% | -5.5% |
| 7D | +9.4% | -2.9% | +12.3% | +10.2% |
| 30D | +2.7% | -0.1% | +2.7% | +2.5% |
| 3M | -6.3% | +25.9% | -32.2% | -13.2% |
| 6M | +114.5% | +35.2% | +79.2% | +89.3% |
| YTD | +171.9% | +0.5% | +171.4% | +174.2% |
| 1Y | +305.0% | +37.0% | +268.0% | +257.6% |
| All | +305.0% | +39.1% | +265.9% | +257.6% |
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