+1,576.0%
RGEN vs RVTY
+2,416.7%
-840.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -4.9% | +1.1% | -6.0% | -5.3% |
| 30D | +5.7% | +13.2% | -7.5% | +1.1% |
| 3M | +32.4% | +27.2% | +5.2% | +21.6% |
| 6M | +33.2% | +32.4% | +0.8% | +20.9% |
| YTD | +2.3% | +34.9% | -32.6% | -8.0% |
| 1Y | +39.0% | +52.4% | -13.4% | +20.2% |
| 3Y | -4.6% | +12.3% | -16.9% | -7.8% |
| 5Y | -42.7% | -30.8% | -11.9% | -34.5% |
| 10Y | +433.6% | +150.7% | +282.9% | +331.0% |
| All | +1,576.0% | +2,416.7% | -840.7% | +652.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling