+360.5%
BE vs RGEN
+45.2%
+315.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.5% | +7.7% |
| 7D | +20.0% | -4.9% | +24.9% | +21.6% |
| 30D | +7.9% | +5.7% | +2.2% | +5.3% |
| 3M | -13.2% | +32.4% | -45.7% | -25.0% |
| 6M | +53.5% | +33.2% | +20.3% | +30.2% |
| YTD | +191.0% | +2.3% | +188.7% | +205.0% |
| 1Y | +360.5% | +39.0% | +321.5% | +267.1% |
| All | +360.5% | +45.2% | +315.3% | +267.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling