-43.0%
RGEN vs BBIO
+42.7%
-85.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -1.4% | -3.2% | +1.8% | -1.0% |
| 30D | -0.3% | -13.6% | +13.3% | +1.8% |
| 3M | +23.9% | +7.2% | +16.6% | +22.3% |
| 6M | +38.5% | +1.5% | +37.1% | +37.8% |
| YTD | +0.8% | -5.3% | +6.1% | +0.8% |
| 1Y | +38.2% | +37.7% | +0.5% | +30.3% |
| 3Y | +1.3% | +153.9% | -152.6% | -14.4% |
| All | -43.0% | +42.7% | -85.7% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 5y: compounded portfolio wealth divided by compounded BBIO 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…
5y analysis · Full analysis span regression · 6 months rolling