+1,666.2%
RGEN vs SPY
+3,034.0%
-1,367.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +1.0% |
| 7D | -3.3% | +2.6% | -5.9% | -5.2% |
| 30D | -5.8% | -2.0% | -3.9% | -4.2% |
| 3M | +0.2% | -2.8% | +3.0% | +2.6% |
| 6M | +56.8% | +2.1% | +54.6% | +54.2% |
| YTD | +2.4% | +11.5% | -9.1% | -5.7% |
| 1Y | +11.4% | +13.5% | -2.0% | +1.4% |
| 3Y | +15.2% | +77.7% | -62.5% | -24.0% |
| 5Y | -35.1% | +72.6% | -107.7% | -55.0% |
| 10Y | +419.6% | +308.2% | +111.5% | +103.8% |
| All | +1,666.2% | +3,034.0% | -1,367.8% | +114.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling