+17.6%
BABA vs RGEN
+430.0%
-412.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.5% |
| 7D | -4.8% | -4.9% | +0.2% | -3.8% |
| 30D | -11.9% | +5.7% | -17.6% | -13.2% |
| 3M | -9.3% | +32.4% | -41.7% | -15.9% |
| 6M | -14.2% | +33.2% | -47.4% | -21.3% |
| YTD | -22.0% | +2.3% | -24.3% | -23.8% |
| 1Y | -12.7% | +39.0% | -51.7% | -21.5% |
| 3Y | +26.7% | -4.6% | +31.3% | +18.4% |
| 5Y | -29.3% | -42.7% | +13.3% | -29.8% |
| All | +17.6% | +430.0% | -412.4% | -31.0% |
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 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