+402.8%
RGEN vs EXEL
+386.3%
+16.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.2% |
| 7D | -2.9% | -2.9% | 0.0% | -2.2% |
| 30D | -0.1% | +11.9% | -11.9% | -3.2% |
| 3M | +25.9% | +9.2% | +16.7% | +22.7% |
| 6M | +35.2% | +39.1% | -3.9% | +22.8% |
| YTD | +0.5% | +31.0% | -30.5% | -7.4% |
| 1Y | +37.0% | +52.3% | -15.4% | +20.5% |
| 3Y | +2.0% | +159.7% | -157.7% | -25.8% |
| 5Y | -44.2% | +187.7% | -231.9% | -61.1% |
| All | +402.8% | +386.3% | +16.6% | +171.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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