+61.0%
BEN vs RGEN
+450.6%
-389.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | +7.2% | -3.1% | +10.3% | +7.8% |
| 30D | +14.1% | +0.1% | +14.1% | +14.1% |
| 3M | +9.9% | +4.8% | +5.2% | +8.5% |
| 6M | +17.4% | +48.9% | -31.5% | +7.7% |
| YTD | +57.3% | +5.3% | +52.0% | +53.3% |
| 1Y | +66.9% | +12.5% | +54.4% | +60.6% |
| 3Y | +85.7% | +17.0% | +68.7% | +71.0% |
| 5Y | +31.2% | -35.4% | +66.6% | +27.8% |
| 10Y | +61.0% | +434.6% | -373.5% | +3.0% |
| All | +61.0% | +450.6% | -389.6% | +3.0% |
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