+21.7%
RGEN vs RRC
+51.7%
-30.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.9% | +3.1% |
| 7D | +3.5% | -10.3% | +13.8% | +5.4% |
| 30D | +2.9% | +19.5% | -16.6% | -1.0% |
| 3M | +9.2% | +27.9% | -18.7% | +3.3% |
| 6M | +44.9% | +21.2% | +23.8% | +38.4% |
| YTD | +9.2% | +39.6% | -30.4% | -1.6% |
| 1Y | +25.3% | +31.3% | -6.0% | +15.1% |
| 3Y | +21.7% | +51.9% | -30.2% | +9.5% |
| All | +21.7% | +51.7% | -30.0% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 3y: compounded portfolio wealth divided by compounded RRC 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…
3y analysis · Full analysis span regression · 6 months rolling