+434.6%
RGEN vs RACE
+741.5%
-306.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -3.1% | -3.9% | +0.7% | -1.2% |
| 30D | +0.1% | +6.8% | -6.7% | -3.2% |
| 3M | +4.8% | +1.3% | +3.4% | +3.9% |
| 6M | +48.9% | +26.3% | +22.7% | +32.0% |
| YTD | +5.3% | +13.8% | -8.5% | -2.6% |
| 1Y | +12.5% | -0.5% | +13.0% | +11.1% |
| 3Y | +17.0% | +25.6% | -8.7% | -2.8% |
| 5Y | -35.4% | +67.6% | -103.0% | -55.2% |
| 10Y | +434.6% | +724.7% | -290.1% | +97.5% |
| All | +434.6% | +741.5% | -306.9% | +97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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