+1,784.6%
BE vs RGEN
-0.1%
+1,784.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.6% | +9.1% | +9.5% |
| 7D | +29.8% | -0.9% | +30.6% | +30.0% |
| 30D | +26.4% | +2.8% | +23.6% | +25.0% |
| 3M | +9.3% | +34.5% | -25.1% | -1.9% |
| 6M | +105.1% | +40.5% | +64.6% | +79.2% |
| YTD | +219.0% | +2.8% | +216.2% | +210.6% |
| 1Y | +418.8% | +39.6% | +379.1% | +362.7% |
| 3Y | +1,784.6% | +4.4% | +1,780.2% | +1,825.6% |
| All | +1,784.6% | -0.1% | +1,784.6% | +1,825.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling