+5,389.6%
RGEN vs UUUU
-91.9%
+5,481.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.5% | +0.5% |
| 7D | -0.9% | +2.8% | -3.7% | -1.0% |
| 30D | +2.8% | +3.4% | -0.6% | +2.6% |
| 3M | +34.5% | -3.9% | +38.3% | +34.3% |
| 6M | +40.5% | -23.2% | +63.6% | +41.6% |
| YTD | +2.8% | +0.6% | +2.3% | +1.4% |
| 1Y | +39.6% | +22.9% | +16.8% | +34.5% |
| 3Y | +4.4% | +98.6% | -94.2% | -4.7% |
| 5Y | -42.8% | +130.2% | -173.0% | -49.0% |
| 10Y | +406.7% | +519.5% | -112.8% | +309.8% |
| All | +5,389.6% | -91.9% | +5,481.5% | +4,023.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling