+12.5%
RGEN vs EXEL
+70.6%
-58.1%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -3.1% | -2.8% | -0.3% | -2.1% |
| 30D | +0.1% | +18.2% | -18.1% | -5.3% |
| 3M | +4.8% | +37.7% | -33.0% | -5.7% |
| 6M | +48.9% | +42.2% | +6.7% | +32.6% |
| YTD | +5.3% | +61.3% | -56.0% | -11.7% |
| 1Y | +12.5% | +64.5% | -52.0% | -7.2% |
| All | +12.5% | +70.6% | -58.1% | -7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling