-12.6%
NVDA vs RGEN
+8.1%
-20.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.1% |
| 7D | -12.7% | -3.3% | -9.5% | -12.2% |
| 30D | -26.4% | -5.8% | -20.6% | -25.6% |
| 3M | -27.6% | +0.2% | -27.8% | -27.6% |
| 6M | -27.7% | +56.8% | -84.5% | -32.0% |
| YTD | -12.5% | +2.4% | -14.9% | -13.0% |
| 1Y | -12.6% | +11.4% | -24.1% | -13.4% |
| All | -12.6% | +8.1% | -20.8% | -13.4% |
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