+102.6%
BB vs RGEN
+45.2%
+57.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.2% |
| 7D | -5.6% | -4.9% | -0.7% | -5.0% |
| 30D | -11.8% | +5.7% | -17.5% | -12.3% |
| 3M | -25.5% | +32.4% | -58.0% | -28.6% |
| 6M | +121.3% | +33.2% | +88.1% | +110.4% |
| YTD | +103.2% | +2.3% | +100.9% | +100.8% |
| 1Y | +102.6% | +39.0% | +63.6% | +98.6% |
| All | +102.6% | +45.2% | +57.4% | +98.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling