+1.0%
RGEN vs UUUU
+83.7%
-82.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | +0.2% |
| 7D | -2.9% | -5.0% | +2.1% | -2.6% |
| 30D | -0.1% | -7.8% | +7.7% | +0.4% |
| 3M | +25.9% | -0.4% | +26.4% | +25.5% |
| 6M | +35.2% | -32.9% | +68.1% | +37.6% |
| YTD | +0.5% | -6.3% | +6.8% | -0.4% |
| 1Y | +37.0% | +7.9% | +29.1% | +31.0% |
| All | +1.0% | +83.7% | -82.7% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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