+52.9%
BEN vs RGEN
+411.3%
-358.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | -0.6% |
| 7D | +11.3% | -1.2% | +12.5% | +11.6% |
| 30D | +15.0% | -5.1% | +20.1% | +16.1% |
| 3M | +7.8% | +0.5% | +7.4% | +7.3% |
| 6M | +15.5% | +46.6% | -31.1% | +6.2% |
| YTD | +55.4% | +1.6% | +53.8% | +52.5% |
| 1Y | +63.3% | +5.4% | +57.9% | +59.0% |
| 3Y | +83.4% | +12.8% | +70.6% | +70.1% |
| 5Y | +28.1% | -35.6% | +63.7% | +24.9% |
| All | +52.9% | +411.3% | -358.3% | -0.7% |
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 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