+57.0%
BEN vs RGEN
-0.1%
+57.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | +4.7% | -0.9% | +5.6% | +4.8% |
| 30D | +2.6% | +2.8% | -0.2% | +2.0% |
| 3M | +11.5% | +34.5% | -23.0% | +4.9% |
| 6M | +35.3% | +40.5% | -5.1% | +25.6% |
| YTD | +48.6% | +2.8% | +45.8% | +46.2% |
| 1Y | +46.7% | +39.6% | +7.1% | +35.3% |
| 3Y | +57.0% | +4.4% | +52.6% | +50.7% |
| All | +57.0% | -0.1% | +57.1% | +50.7% |
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 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