+260.6%
SNDU vs RGEN
+42.9%
+217.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.2% | +24.8% | +24.0% |
| 7D | +35.2% | -4.9% | +40.1% | +37.6% |
| 30D | +50.8% | +5.7% | +45.1% | +48.5% |
| 3M | -43.2% | +32.4% | -75.6% | -49.8% |
| All | +260.6% | +42.9% | +217.7% | +138.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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 · Available span rolling