+474.2%
NVDA vs RGEN
-35.5%
+509.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.6% | +3.1% |
| 7D | -13.2% | -3.1% | -10.1% | -12.2% |
| 30D | -23.2% | +0.1% | -23.3% | -23.3% |
| 3M | -20.0% | +4.8% | -24.8% | -21.9% |
| 6M | -20.6% | +48.9% | -69.6% | -32.1% |
| YTD | -6.6% | +5.3% | -12.0% | -10.8% |
| 1Y | -9.8% | +12.5% | -22.3% | -16.0% |
| 3Y | +260.5% | +17.0% | +243.5% | +202.8% |
| 5Y | +474.2% | -35.4% | +509.5% | +468.0% |
| All | +474.2% | -35.5% | +509.7% | +468.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling