+407.7%
RGEN vs WING
+620.3%
-212.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.3% | -2.5% | -0.8% | -2.7% |
| 30D | -5.8% | +29.5% | -35.4% | -12.3% |
| 3M | +0.2% | +40.2% | -40.0% | -9.8% |
| 6M | +56.8% | +32.7% | +24.1% | +41.6% |
| YTD | +2.4% | -32.8% | +35.2% | +9.0% |
| 1Y | +11.4% | -31.7% | +43.2% | +17.8% |
| 3Y | +15.2% | -24.7% | +39.9% | +8.3% |
| 5Y | -35.1% | -0.5% | -34.6% | -47.5% |
| All | +407.7% | +620.3% | -212.6% | +210.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling