+406.7%
RGEN vs ARWR
+1,075.6%
-668.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.8% |
| 7D | -0.9% | +2.9% | -3.7% | -1.4% |
| 30D | +2.8% | -2.9% | +5.7% | +3.3% |
| 3M | +34.5% | +15.2% | +19.2% | +30.0% |
| 6M | +40.5% | +42.3% | -1.8% | +29.9% |
| YTD | +2.8% | +28.2% | -25.3% | -3.3% |
| 1Y | +39.6% | +213.2% | -173.6% | +9.3% |
| 3Y | +4.4% | +184.6% | -180.2% | -22.0% |
| 5Y | -42.8% | +29.2% | -72.0% | -53.4% |
| 10Y | +406.7% | +1,012.5% | -605.8% | +202.9% |
| All | +406.7% | +1,075.6% | -668.8% | +202.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling