+27.4%
TECH vs RGEN
+20.5%
+7.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -0.2% |
| 3M | +1.1% | +6.6% | -5.5% | -4.8% |
| 6M | +51.0% | +40.9% | +10.1% | +18.3% |
| YTD | +24.4% | +6.2% | +18.2% | +15.4% |
| 1Y | +27.4% | +19.4% | +8.0% | +9.2% |
| All | +27.4% | +20.5% | +7.0% | +9.2% |
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