+67.6%
UBER vs RGEN
+140.2%
-72.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | +0.1% | +0.6% |
| 7D | +1.6% | -3.3% | +4.9% | +2.6% |
| 30D | +0.6% | -5.8% | +6.4% | +2.1% |
| 3M | -8.2% | +0.2% | -8.3% | -9.1% |
| 6M | -6.7% | +56.8% | -63.5% | -19.9% |
| YTD | -14.7% | +2.4% | -17.1% | -17.6% |
| 1Y | -24.1% | +11.4% | -35.5% | -28.7% |
| 3Y | +33.4% | +15.2% | +18.2% | +15.5% |
| 5Y | +54.5% | -35.1% | +89.5% | +50.4% |
| All | +67.6% | +140.2% | -72.6% | -5.3% |
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 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