+5.6%
SYY vs RGEN
+39.1%
-33.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +1.5% | -2.9% | +4.4% | +1.6% |
| 30D | -2.3% | -0.1% | -2.3% | -2.4% |
| 3M | +5.5% | +25.9% | -20.4% | +4.3% |
| 6M | -1.0% | +35.2% | -36.2% | -2.6% |
| YTD | +14.1% | +0.5% | +13.6% | +12.7% |
| 1Y | +5.6% | +37.0% | -31.4% | +3.1% |
| All | +5.6% | +39.1% | -33.5% | +3.1% |
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 · 6 months rolling