+21.9%
BB vs RGEN
+415.2%
-393.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.7% |
| 7D | +1.8% | -3.3% | +5.1% | +2.9% |
| 30D | +8.1% | -5.8% | +14.0% | +10.5% |
| 3M | -1.0% | +0.2% | -1.2% | -1.4% |
| 6M | +45.9% | +56.8% | -10.9% | +24.3% |
| YTD | +134.8% | +2.4% | +132.4% | +127.7% |
| 1Y | +104.6% | +11.4% | +93.2% | +92.2% |
| 3Y | +152.8% | +15.2% | +137.7% | +123.7% |
| 5Y | -17.4% | -35.1% | +17.7% | -17.8% |
| All | +21.9% | +415.2% | -393.2% | -31.7% |
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