+177.6%
TECH vs RGEN
+406.9%
-229.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.7% | -0.4% |
| 7D | +0.2% | -0.9% | +1.1% | +0.5% |
| 30D | +0.1% | +2.8% | -2.7% | -1.4% |
| 3M | +37.5% | +34.5% | +3.0% | +20.0% |
| 6M | +34.6% | +40.5% | -5.9% | +15.3% |
| YTD | +23.5% | +2.8% | +20.6% | +20.1% |
| 1Y | +34.4% | +39.6% | -5.2% | +15.2% |
| 3Y | +2.3% | +4.4% | -2.1% | -6.9% |
| 5Y | -41.7% | -42.8% | +1.0% | -37.2% |
| 10Y | +177.6% | +406.7% | -229.1% | +45.6% |
| All | +177.6% | +406.9% | -229.2% | +45.6% |
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