+2.4%
BB vs RGEN
+402.3%
-399.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.5% | -0.9% |
| 7D | +1.8% | -4.6% | +6.4% | +3.3% |
| 30D | -12.2% | +1.2% | -13.4% | -12.7% |
| 3M | -12.3% | +26.8% | -39.2% | -19.7% |
| 6M | +122.7% | +29.1% | +93.6% | +101.0% |
| YTD | +104.5% | +0.7% | +103.8% | +99.6% |
| 1Y | +106.7% | +39.1% | +67.6% | +79.3% |
| 3Y | +70.0% | +2.2% | +67.7% | +55.1% |
| 5Y | -27.8% | -44.0% | +16.2% | -25.0% |
| 10Y | +2.4% | +412.7% | -410.4% | -41.7% |
| All | +2.4% | +402.3% | -399.9% | -41.7% |
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