+4.4%
RGEN vs SPY
+78.7%
-74.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.3% |
| 7D | -0.9% | +0.5% | -1.4% | -1.7% |
| 30D | +2.8% | -0.9% | +3.8% | +4.2% |
| 3M | +34.5% | +3.9% | +30.6% | +26.8% |
| 6M | +40.5% | +14.5% | +25.9% | +14.8% |
| YTD | +2.8% | +12.9% | -10.1% | -14.1% |
| 1Y | +39.6% | +19.4% | +20.3% | +7.8% |
| 3Y | +4.4% | +78.5% | -74.1% | -59.3% |
| All | +4.4% | +78.7% | -74.3% | -59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling