+71,806.6%
BBY vs RGEN
+1,585.3%
+70,221.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | +8.1% | -0.9% | +9.0% | +8.2% |
| 30D | +8.9% | +2.8% | +6.1% | +8.6% |
| 3M | +22.0% | +34.5% | -12.4% | +19.1% |
| 6M | +37.8% | +40.5% | -2.6% | +34.0% |
| YTD | +37.3% | +2.8% | +34.5% | +36.5% |
| 1Y | +21.6% | +39.6% | -18.1% | +18.1% |
| 3Y | +41.5% | +4.4% | +37.1% | +38.7% |
| 5Y | +1.2% | -42.8% | +44.0% | +2.0% |
| 10Y | +237.8% | +406.7% | -168.9% | +193.3% |
| All | +71,806.6% | +1,585.3% | +70,221.3% | +40,868.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling