+57.6%
BEN vs RGEN
+402.3%
-344.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.5% | -1.1% |
| 7D | +3.4% | -4.6% | +7.9% | +4.3% |
| 30D | +1.8% | +1.2% | +0.6% | +1.5% |
| 3M | +8.4% | +26.8% | -18.5% | +2.9% |
| 6M | +35.6% | +29.1% | +6.6% | +27.7% |
| YTD | +46.4% | +0.7% | +45.6% | +44.3% |
| 1Y | +46.3% | +39.1% | +7.3% | +34.7% |
| 3Y | +54.6% | +2.2% | +52.4% | +45.4% |
| 5Y | +39.4% | -44.0% | +83.4% | +39.7% |
| 10Y | +57.6% | +412.7% | -355.2% | -12.1% |
| All | +57.6% | +402.3% | -344.7% | -12.1% |
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