+37.3%
RGEN vs EXEL
+52.4%
-15.1%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -2.3% |
| 7D | -4.6% | -0.3% | -4.2% | -4.5% |
| 30D | +1.2% | +10.1% | -9.0% | -1.3% |
| 3M | +26.8% | +10.1% | +16.8% | +23.7% |
| 6M | +29.1% | +37.7% | -8.6% | +19.2% |
| YTD | +0.7% | +33.1% | -32.4% | -6.5% |
| All | +37.3% | +52.4% | -15.1% | +27.2% |
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