+15.8%
BABA vs RGEN
+508.6%
-492.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.1% | -6.9% | -4.4% |
| 7D | +3.8% | +3.5% | +0.4% | +2.9% |
| 30D | -5.4% | +2.9% | -8.3% | -6.3% |
| 3M | -17.9% | +9.2% | -27.1% | -20.2% |
| 6M | -24.1% | +44.9% | -69.0% | -31.7% |
| YTD | -27.4% | +9.2% | -36.7% | -30.5% |
| 1Y | -36.1% | +25.3% | -61.4% | -41.0% |
| 3Y | +35.4% | +21.7% | +13.6% | +19.2% |
| 5Y | -30.1% | -34.5% | +4.4% | -32.7% |
| 10Y | +15.8% | +478.9% | -463.1% | -39.1% |
| All | +15.8% | +508.6% | -492.8% | -39.1% |
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