+191.5%
BAH vs RGEN
+402.3%
-210.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.4% |
| 7D | -1.3% | -4.6% | +3.2% | -0.8% |
| 30D | -6.6% | +1.2% | -7.8% | -6.8% |
| 3M | -7.2% | +26.8% | -34.0% | -10.2% |
| 6M | -10.0% | +29.1% | -39.0% | -13.5% |
| YTD | -12.5% | +0.7% | -13.2% | -13.3% |
| 1Y | -27.9% | +39.1% | -67.0% | -31.6% |
| 3Y | -31.4% | +2.2% | -33.7% | -34.2% |
| 5Y | -3.2% | -44.0% | +40.8% | -2.4% |
| 10Y | +191.5% | +412.7% | -221.3% | +78.9% |
| All | +191.5% | +402.3% | -210.8% | +78.9% |
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