+121.6%
IBB vs RGEN
+406.9%
-285.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.7% | -2.3% |
| 7D | -1.7% | -0.9% | -0.8% | -1.4% |
| 30D | +4.9% | +2.8% | +2.0% | +3.9% |
| 3M | +24.2% | +34.5% | -10.2% | +13.2% |
| 6M | +23.8% | +40.5% | -16.6% | +10.5% |
| YTD | +23.0% | +2.8% | +20.1% | +19.8% |
| 1Y | +46.2% | +39.6% | +6.5% | +29.4% |
| 3Y | +64.8% | +4.4% | +60.4% | +49.3% |
| 5Y | +20.9% | -42.8% | +63.7% | +24.3% |
| 10Y | +121.6% | +406.7% | -285.1% | -5.2% |
| All | +121.6% | +406.9% | -285.3% | -5.2% |
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