+130.6%
IBB vs RGEN
+457.6%
-327.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | -0.3% |
| 7D | +0.8% | -2.4% | +3.2% | +1.5% |
| 30D | +5.2% | +0.1% | +5.1% | +5.1% |
| 3M | +8.6% | +6.6% | +2.0% | +6.2% |
| 6M | +27.8% | +40.9% | -13.1% | +14.4% |
| YTD | +28.8% | +6.2% | +22.6% | +24.0% |
| 1Y | +36.4% | +19.4% | +17.0% | +26.8% |
| 3Y | +89.3% | +17.9% | +71.4% | +66.9% |
| 5Y | +43.3% | -34.0% | +77.3% | +40.7% |
| 10Y | +130.6% | +453.9% | -323.3% | +6.3% |
| All | +130.6% | +457.6% | -327.0% | +6.3% |
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