+13.4%
RGEN vs SUI
-2.2%
+15.6%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.6% |
| 7D | -2.4% | +3.4% | -5.8% | -3.3% |
| 30D | +0.1% | +4.6% | -4.5% | -1.5% |
| 3M | +6.6% | +1.6% | +5.0% | +5.8% |
| 6M | +40.9% | -3.5% | +44.4% | +41.5% |
| YTD | +6.2% | -1.0% | +7.2% | +5.1% |
| All | +13.4% | -2.2% | +15.6% | +16.4% |
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