+21.3%
RGEN vs ALHC
-51.4%
+72.7%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.1% | -10.2% | -1.0% |
| 7D | -3.5% | -0.5% | -3.0% | -3.6% |
| 30D | -6.0% | -4.2% | -1.7% | -5.9% |
| 3M | +19.0% | -39.8% | +58.8% | +24.1% |
| 6M | +50.7% | -57.7% | +108.5% | +63.6% |
| YTD | +8.8% | -58.8% | +67.5% | +15.1% |
| 1Y | +21.3% | -52.4% | +73.7% | +19.7% |
| All | +21.3% | -51.4% | +72.7% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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