+404.4%
RGEN vs MDY
+177.2%
+227.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.5% |
| 7D | -1.4% | -1.9% | +0.4% | +0.3% |
| 30D | -0.3% | -4.6% | +4.3% | +4.4% |
| 3M | +23.9% | -1.2% | +25.1% | +25.2% |
| 6M | +38.5% | +9.2% | +29.3% | +27.4% |
| YTD | +0.8% | +13.1% | -12.3% | -10.2% |
| 1Y | +38.2% | +13.0% | +25.2% | +23.7% |
| 3Y | +1.3% | +49.2% | -47.9% | -27.5% |
| 5Y | -44.0% | +47.2% | -91.3% | -58.7% |
| All | +404.4% | +177.2% | +227.2% | +114.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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