-2.5%
ABNB vs RGEN
-35.0%
+32.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -0.9% |
| 7D | +11.9% | -2.4% | +14.3% | +12.9% |
| 30D | +12.7% | +0.1% | +12.6% | +12.4% |
| 3M | +1.2% | +6.6% | -5.4% | -2.0% |
| 6M | +32.1% | +40.9% | -8.8% | +15.6% |
| YTD | +37.7% | +6.2% | +31.5% | +31.5% |
| 1Y | +55.5% | +19.4% | +36.0% | +42.5% |
| 3Y | +58.2% | +17.9% | +40.3% | +34.2% |
| All | -2.5% | -35.0% | +32.5% | -16.0% |
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