+6,502.0%
RGEN vs WTW
+1,094.8%
+5,407.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.6% | +1.5% | -0.7% |
| 7D | -4.6% | -7.1% | +2.5% | -1.9% |
| 30D | +1.2% | -8.5% | +9.7% | +4.5% |
| 3M | +26.8% | +20.6% | +6.3% | +17.9% |
| 6M | +29.1% | +7.2% | +21.8% | +24.7% |
| YTD | +0.7% | -3.9% | +4.6% | +0.6% |
| 1Y | +39.1% | -3.6% | +42.7% | +38.3% |
| 3Y | +2.2% | +60.7% | -58.4% | -17.9% |
| 5Y | -44.0% | +42.2% | -86.1% | -52.5% |
| 10Y | +412.7% | +195.5% | +217.3% | +224.8% |
| All | +6,502.0% | +1,094.8% | +5,407.2% | +2,846.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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