+34.4%
NVDA vs RGEN
+45.2%
-10.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.0% |
| 7D | +5.9% | -4.9% | +10.8% | +6.5% |
| 30D | +5.1% | +5.7% | -0.6% | +4.5% |
| 3M | +5.4% | +32.4% | -27.1% | +1.8% |
| 6M | +26.0% | +33.2% | -7.2% | +21.0% |
| YTD | +23.7% | +2.3% | +21.4% | +22.4% |
| 1Y | +34.4% | +39.0% | -4.6% | +27.6% |
| All | +34.4% | +45.2% | -10.8% | +27.6% |
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