+434.6%
RGEN vs TMF
-81.8%
+516.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -3.1% | -3.4% | +0.2% | -3.0% |
| 30D | +0.1% | +11.5% | -11.4% | -0.4% |
| 3M | +4.8% | -4.5% | +9.3% | +4.9% |
| 6M | +48.9% | -15.0% | +63.9% | +49.8% |
| YTD | +5.3% | -19.9% | +25.2% | +6.2% |
| 1Y | +12.5% | -26.6% | +39.1% | +13.6% |
| 3Y | +17.0% | -29.8% | +46.8% | +17.9% |
| 5Y | -35.4% | -88.2% | +52.8% | -40.5% |
| 10Y | +434.6% | -81.4% | +516.0% | +448.3% |
| All | +434.6% | -81.8% | +516.4% | +448.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 10y: compounded portfolio wealth divided by compounded TMF 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…
10y analysis · Full analysis span regression · 6 months rolling