-43.0%
RGEN vs UUUU
+79.1%
-122.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +1.0% |
| 7D | -1.4% | -10.5% | +9.1% | 0.0% |
| 30D | -0.3% | -10.5% | +10.2% | +1.0% |
| 3M | +23.9% | -14.1% | +38.0% | +25.5% |
| 6M | +38.5% | -35.5% | +74.0% | +44.1% |
| YTD | +0.8% | -10.9% | +11.7% | -1.6% |
| 1Y | +38.2% | +3.4% | +34.9% | +27.1% |
| 3Y | +1.3% | +73.1% | -71.8% | -21.9% |
| All | -43.0% | +79.1% | -122.1% | -59.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling