+192.5%
TECH vs RGEN
+457.6%
-265.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +1.1% |
| 7D | +0.2% | -2.4% | +2.6% | +1.1% |
| 30D | +0.5% | +0.1% | +0.4% | -0.1% |
| 3M | +1.1% | +6.6% | -5.5% | -3.3% |
| 6M | +51.0% | +40.9% | +10.1% | +27.4% |
| YTD | +24.4% | +6.2% | +18.2% | +17.7% |
| 1Y | +27.4% | +19.4% | +8.0% | +14.9% |
| 3Y | +28.5% | +17.9% | +10.6% | +11.2% |
| 5Y | -40.9% | -34.0% | -6.8% | -40.2% |
| 10Y | +192.5% | +453.9% | -261.4% | +48.5% |
| All | +192.5% | +457.6% | -265.1% | +48.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling