+15.2%
RGEN vs ALHC
+22.7%
-7.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.6% | +0.9% |
| 7D | -3.3% | +0.3% | -3.6% | -3.3% |
| 30D | -5.8% | -10.6% | +4.7% | -5.3% |
| 3M | +0.2% | -45.3% | +45.5% | +3.2% |
| 6M | +56.8% | -59.7% | +116.5% | +64.0% |
| YTD | +2.4% | -62.7% | +65.1% | +7.4% |
| 1Y | +11.4% | -56.1% | +67.6% | +16.0% |
| 3Y | +15.2% | +21.3% | -6.1% | +8.1% |
| All | +15.2% | +22.7% | -7.5% | +8.1% |
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