+412.7%
RGEN vs SPY
+312.5%
+100.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.5% |
| 7D | -4.6% | -0.4% | -4.2% | -4.2% |
| 30D | +1.2% | -1.4% | +2.5% | +2.8% |
| 3M | +26.8% | +3.7% | +23.1% | +21.1% |
| 6M | +29.1% | +13.0% | +16.1% | +11.6% |
| YTD | +0.7% | +12.4% | -11.7% | -12.2% |
| 1Y | +39.1% | +18.5% | +20.5% | +14.2% |
| 3Y | +2.2% | +77.6% | -75.4% | -45.7% |
| 5Y | -44.0% | +81.7% | -125.7% | -70.4% |
| 10Y | +412.7% | +319.7% | +93.1% | -1.1% |
| All | +412.7% | +312.5% | +100.2% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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