+11.4%
RGEN vs WING
-33.5%
+44.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.0% | +0.8% |
| 7D | -3.3% | -2.7% | -0.6% | -2.9% |
| 30D | -5.8% | +29.3% | -35.1% | -9.0% |
| 3M | +0.2% | +39.9% | -39.7% | -4.8% |
| 6M | +56.8% | +32.4% | +24.3% | +49.6% |
| YTD | +2.4% | -32.9% | +35.3% | +10.3% |
| 1Y | +11.4% | -31.9% | +43.3% | +18.5% |
| All | +11.4% | -33.5% | +44.9% | +18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling