+226.4%
MU vs RGEN
+9.1%
+217.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.9% | -0.6% |
| 7D | +21.6% | -1.2% | +22.8% | +22.1% |
| 30D | -16.2% | -5.1% | -11.1% | -14.5% |
| 3M | -12.4% | +0.5% | -12.9% | -12.1% |
| 6M | +4.2% | +46.6% | -42.4% | -7.1% |
| YTD | +180.0% | +1.6% | +178.3% | +207.4% |
| 1Y | +226.4% | +5.4% | +221.0% | +250.3% |
| All | +226.4% | +9.1% | +217.3% | +250.3% |
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