+34.4%
TECH vs RGEN
+37.7%
-3.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.7% | -0.5% |
| 7D | +0.2% | -0.9% | +1.1% | +0.6% |
| 30D | +0.1% | +2.8% | -2.7% | -2.0% |
| 3M | +37.5% | +34.5% | +3.0% | +13.0% |
| 6M | +34.6% | +40.5% | -5.9% | +7.1% |
| YTD | +23.5% | +2.8% | +20.6% | +18.4% |
| 1Y | +34.4% | +39.6% | -5.2% | +6.5% |
| All | +34.4% | +37.7% | -3.3% | +6.5% |
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 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