+737.9%
BE vs RGEN
+256.6%
+481.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -0.8% | +13.8% | +13.3% |
| 7D | +4.5% | -3.1% | +7.7% | +6.5% |
| 30D | -20.1% | +0.1% | -20.2% | -19.6% |
| 3M | -0.8% | +4.8% | -5.6% | -3.4% |
| 6M | -26.2% | +48.9% | -75.1% | -40.6% |
| YTD | +141.1% | +5.3% | +135.7% | +126.9% |
| 1Y | +64.8% | +12.5% | +52.3% | +51.2% |
| 3Y | +1,887.4% | +17.0% | +1,870.4% | +1,533.1% |
| 5Y | +518.1% | -35.4% | +553.4% | +539.7% |
| All | +737.9% | +256.6% | +481.3% | +342.8% |
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