+2,385.4%
RGEN vs SUI
+4,072.7%
-1,687.3%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.5% |
| 7D | -2.4% | +3.4% | -5.8% | -3.6% |
| 30D | +0.1% | +4.6% | -4.5% | -1.8% |
| 3M | +6.6% | +1.6% | +5.0% | +5.7% |
| 6M | +40.9% | -3.5% | +44.4% | +41.9% |
| YTD | +6.2% | -1.0% | +7.2% | +5.8% |
| 1Y | +19.4% | -1.7% | +21.2% | +19.4% |
| 3Y | +17.9% | +18.4% | -0.5% | +9.7% |
| 5Y | -34.0% | -26.3% | -7.7% | -28.5% |
| 10Y | +453.9% | +123.3% | +330.6% | +318.4% |
| All | +2,385.4% | +4,072.7% | -1,687.3% | +1,035.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling