+246.5%
BBY vs RGEN
+415.7%
-169.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +3.0% |
| 7D | +0.6% | -1.4% | +2.0% | +0.9% |
| 30D | +9.4% | -0.3% | +9.7% | +9.2% |
| 3M | +19.3% | +23.9% | -4.6% | +12.6% |
| 6M | +47.9% | +38.5% | +9.4% | +35.6% |
| YTD | +39.6% | +0.8% | +38.8% | +37.1% |
| 1Y | +22.2% | +38.2% | -16.0% | +11.3% |
| 3Y | +45.0% | +1.3% | +43.7% | +35.5% |
| 5Y | +2.6% | -44.0% | +46.6% | +3.7% |
| All | +246.5% | +415.7% | -169.2% | +100.0% |
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