+4,417.5%
RGEN vs URA
-31.1%
+4,448.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.4% |
| 7D | -4.9% | +1.1% | -6.0% | -5.1% |
| 30D | +5.7% | +7.4% | -1.7% | +3.9% |
| 3M | +32.4% | -8.4% | +40.8% | +34.4% |
| 6M | +33.2% | -12.7% | +45.9% | +35.7% |
| YTD | +2.3% | +7.8% | -5.5% | -1.4% |
| 1Y | +39.0% | +19.5% | +19.5% | +28.9% |
| 3Y | -4.6% | +116.4% | -121.1% | -26.2% |
| 5Y | -42.7% | +134.3% | -177.0% | -57.6% |
| 10Y | +433.6% | +359.3% | +74.3% | +223.4% |
| All | +4,417.5% | -31.1% | +4,448.6% | +3,500.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling