+2,294.3%
RGEN vs SUI
+4,037.5%
-1,743.2%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.1% |
| 7D | -4.9% | -2.8% | -2.1% | -4.0% |
| 30D | +5.7% | -1.2% | +6.9% | +6.1% |
| 3M | +32.4% | -1.7% | +34.2% | +33.0% |
| 6M | +33.2% | -10.5% | +43.7% | +38.0% |
| YTD | +2.3% | -1.8% | +4.1% | +2.5% |
| 1Y | +39.0% | -4.1% | +43.1% | +40.3% |
| 3Y | -4.6% | +11.3% | -15.9% | -9.2% |
| 5Y | -42.7% | -32.1% | -10.6% | -36.1% |
| 10Y | +433.6% | +110.4% | +323.1% | +311.1% |
| All | +2,294.3% | +4,037.5% | -1,743.2% | +1,000.2% |
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