-44.2%
RGEN vs BTG
+75.0%
-119.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.7% | +0.4% |
| 7D | -2.9% | -5.5% | +2.6% | -1.7% |
| 30D | -0.1% | +6.1% | -6.2% | -1.5% |
| 3M | +25.9% | +38.6% | -12.7% | +16.1% |
| 6M | +35.2% | +0.7% | +34.5% | +32.7% |
| YTD | +0.5% | +20.3% | -19.8% | -6.4% |
| 1Y | +37.0% | +25.0% | +11.9% | +25.2% |
| 3Y | +2.0% | +97.3% | -95.3% | -19.6% |
| 5Y | -44.2% | +78.3% | -122.5% | -55.3% |
| All | -44.2% | +75.0% | -119.2% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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