+3,440.5%
RGEN vs BTG
+378.0%
+3,062.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.4% | +0.7% |
| 7D | -0.9% | +4.8% | -5.7% | -1.2% |
| 30D | +2.8% | +8.3% | -5.5% | +2.3% |
| 3M | +34.5% | +32.3% | +2.2% | +31.8% |
| 6M | +40.5% | +3.0% | +37.5% | +39.5% |
| YTD | +2.8% | +21.9% | -19.1% | +1.0% |
| 1Y | +39.6% | +28.2% | +11.5% | +36.5% |
| 3Y | +4.4% | +99.9% | -95.5% | -1.0% |
| 5Y | -42.8% | +73.6% | -116.3% | -45.6% |
| 10Y | +406.7% | +136.5% | +270.2% | +374.3% |
| All | +3,440.5% | +378.0% | +3,062.6% | +3,134.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling