+21.3%
RGEN vs SUI
+1.6%
+19.6%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.2% | -5.2% | -1.3% |
| 7D | -3.5% | +10.0% | -13.6% | -6.0% |
| 30D | -6.0% | +8.4% | -14.4% | -8.5% |
| 3M | +19.0% | +0.7% | +18.3% | +18.7% |
| 6M | +50.7% | -0.9% | +51.7% | +50.5% |
| YTD | +8.8% | +0.6% | +8.1% | +7.2% |
| 1Y | +21.3% | +0.8% | +20.5% | +19.6% |
| All | +21.3% | +1.6% | +19.6% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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