+20.5%
RGEN vs URA
+36.0%
-15.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.4% | -1.4% | +2.1% |
| 7D | -1.9% | -4.1% | +2.2% | -1.2% |
| 30D | +3.7% | -19.0% | +22.8% | +7.7% |
| 3M | +8.8% | -25.1% | +34.0% | +14.4% |
| 6M | +38.0% | -44.5% | +82.4% | +52.4% |
| YTD | +5.9% | -24.3% | +30.2% | +9.9% |
| 1Y | +19.7% | -28.1% | +47.8% | +25.0% |
| 3Y | +20.5% | +40.7% | -20.2% | +4.0% |
| All | +20.5% | +36.0% | -15.4% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling