+20.5%
RGEN vs ALHC
+21.9%
-1.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.9% | +5.9% | +3.2% |
| 7D | -1.9% | +1.0% | -2.9% | -2.0% |
| 30D | +3.7% | -14.2% | +17.9% | +4.5% |
| 3M | +8.8% | -45.1% | +54.0% | +12.2% |
| 6M | +38.0% | -59.5% | +97.5% | +44.5% |
| YTD | +5.9% | -62.8% | +68.7% | +11.2% |
| 1Y | +19.7% | -55.5% | +75.2% | +24.7% |
| 3Y | +20.5% | +25.7% | -5.2% | +7.8% |
| All | +20.5% | +21.9% | -1.4% | +7.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling