+156.1%
BB vs RGEN
+19.6%
+136.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.1% | +2.4% | +4.5% |
| 7D | +15.0% | +3.5% | +11.5% | +13.8% |
| 30D | +3.5% | +2.9% | +0.6% | +2.8% |
| 3M | +2.7% | +9.2% | -6.5% | -0.3% |
| 6M | +44.7% | +44.9% | -0.2% | +27.3% |
| YTD | +143.3% | +9.2% | +134.1% | +133.2% |
| 1Y | +102.2% | +25.3% | +76.9% | +83.9% |
| 3Y | +156.1% | +21.7% | +134.4% | +128.5% |
| All | +156.1% | +19.6% | +136.5% | +128.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling