-14.0%
NVDA vs RGEN
+9.1%
-23.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.5% | -0.8% | -3.7% |
| 7D | -8.5% | -1.2% | -7.3% | -8.3% |
| 30D | -27.3% | -5.1% | -22.2% | -26.5% |
| 3M | -25.8% | +0.5% | -26.2% | -25.7% |
| 6M | -24.6% | +46.6% | -71.1% | -28.6% |
| YTD | -10.7% | +1.6% | -12.3% | -10.2% |
| 1Y | -14.0% | +5.4% | -19.4% | -14.2% |
| All | -14.0% | +9.1% | -23.1% | -14.2% |
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