+21.3%
RGEN vs RVTY
+74.0%
-52.7%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.4% | +1.7% |
| 7D | -3.5% | -3.6% | +0.1% | -1.1% |
| 30D | -6.0% | +1.4% | -7.3% | -6.8% |
| 3M | +19.0% | +43.2% | -24.2% | -7.4% |
| 6M | +50.7% | +84.5% | -33.7% | -2.0% |
| YTD | +8.8% | +65.2% | -56.4% | -26.0% |
| 1Y | +21.3% | +74.3% | -53.0% | -21.3% |
| All | +21.3% | +74.0% | -52.7% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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