+76.2%
UBER vs RGEN
-44.3%
+120.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.7% | -2.2% |
| 7D | -7.0% | -4.6% | -2.5% | -5.7% |
| 30D | -8.9% | +1.2% | -10.1% | -9.4% |
| 3M | +1.0% | +26.8% | -25.8% | -6.9% |
| 6M | -3.7% | +29.1% | -32.8% | -12.5% |
| YTD | -13.0% | +0.7% | -13.7% | -14.9% |
| 1Y | -25.5% | +39.1% | -64.6% | -35.2% |
| 3Y | +50.5% | +2.2% | +48.2% | +35.1% |
| 5Y | +76.2% | -44.0% | +120.1% | +65.7% |
| All | +76.2% | -44.3% | +120.4% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling