+101,053.8%
TECH vs RGEN
+1,576.0%
+99,477.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.1% |
| 7D | +0.1% | -4.9% | +5.0% | +0.5% |
| 30D | +0.7% | +5.7% | -5.0% | +0.2% |
| 3M | +36.3% | +32.4% | +3.9% | +33.0% |
| 6M | +25.6% | +33.2% | -7.6% | +22.5% |
| YTD | +23.7% | +2.3% | +21.4% | +23.3% |
| 1Y | +37.6% | +39.0% | -1.4% | +33.9% |
| 3Y | -6.6% | -4.6% | -2.0% | -7.0% |
| 5Y | -42.2% | -42.7% | +0.5% | -40.8% |
| 10Y | +187.6% | +433.6% | -246.0% | +159.0% |
| All | +101,053.8% | +1,576.0% | +99,477.8% | +68,817.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling