-86.8%
OPEN vs RGEN
+9.1%
-95.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -3.5% | -6.0% | -7.9% |
| 7D | -31.0% | -1.2% | -29.8% | -30.8% |
| 30D | -41.5% | -5.1% | -36.4% | -39.9% |
| 3M | -64.6% | +0.5% | -65.1% | -65.3% |
| 6M | -73.8% | +46.6% | -120.4% | -79.9% |
| YTD | -78.8% | +1.6% | -80.4% | -76.8% |
| 1Y | -86.8% | +5.4% | -92.2% | -86.2% |
| All | -86.8% | +9.1% | -95.9% | -86.2% |
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