+977.1%
BE vs RGEN
+240.9%
+736.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.8% | -2.0% |
| 7D | +23.9% | -4.6% | +28.5% | +26.4% |
| 30D | +27.8% | +1.2% | +26.7% | +26.6% |
| 3M | +3.7% | +26.8% | -23.1% | -9.5% |
| 6M | +78.0% | +29.1% | +48.9% | +51.3% |
| YTD | +209.9% | +0.7% | +209.2% | +197.9% |
| 1Y | +389.6% | +39.1% | +350.5% | +306.9% |
| 3Y | +1,730.6% | +2.2% | +1,728.3% | +1,490.9% |
| 5Y | +1,227.8% | -44.0% | +1,271.8% | +1,365.2% |
| All | +977.1% | +240.9% | +736.2% | +481.5% |
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 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