+72.4%
UBER vs RGEN
+136.5%
-64.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -5.4% | -1.4% | -4.0% | -5.0% |
| 30D | -4.9% | -0.3% | -4.6% | -5.0% |
| 3M | +3.0% | +23.9% | -20.8% | -4.0% |
| 6M | -4.4% | +38.5% | -42.9% | -14.6% |
| YTD | -12.3% | +0.8% | -13.1% | -14.2% |
| 1Y | -24.3% | +38.2% | -62.5% | -33.6% |
| 3Y | +46.4% | +1.3% | +45.1% | +32.5% |
| 5Y | +79.7% | -44.0% | +123.7% | +82.3% |
| All | +72.4% | +136.5% | -64.1% | -1.4% |
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