+12.8%
TEAM vs RGEN
+45.2%
-32.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -2.4% |
| 7D | -0.4% | -4.9% | +4.5% | +0.7% |
| 30D | +67.3% | +5.7% | +61.6% | +65.7% |
| 3M | +86.8% | +32.4% | +54.3% | +77.8% |
| 6M | +146.8% | +33.2% | +113.6% | +132.9% |
| YTD | +16.9% | +2.3% | +14.6% | +13.6% |
| 1Y | +12.8% | +39.0% | -26.2% | +17.4% |
| All | +12.8% | +45.2% | -32.4% | +17.4% |
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