+3,608.7%
RGEN vs TMF
-71.6%
+3,680.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.4% | +0.9% | -3.7% |
| 7D | -1.2% | -8.2% | +7.0% | -1.4% |
| 30D | -5.1% | +5.3% | -10.4% | -4.9% |
| 3M | +0.5% | -8.5% | +9.0% | +0.2% |
| 6M | +46.6% | -17.2% | +63.8% | +45.7% |
| YTD | +1.6% | -23.4% | +25.0% | +0.7% |
| 1Y | +5.4% | -30.2% | +35.6% | +4.0% |
| 3Y | +12.8% | -32.9% | +45.8% | +11.9% |
| 5Y | -35.6% | -88.5% | +53.0% | -44.7% |
| 10Y | +415.7% | -82.2% | +497.9% | +391.7% |
| All | +3,608.7% | -71.6% | +3,680.3% | +3,683.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling