+412.7%
RGEN vs BUD
-24.2%
+436.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.4% |
| 7D | -4.6% | -1.3% | -3.2% | -4.2% |
| 30D | +1.2% | -6.1% | +7.3% | +2.9% |
| 3M | +26.8% | -3.8% | +30.6% | +28.1% |
| 6M | +29.1% | +8.2% | +20.9% | +25.7% |
| YTD | +0.7% | +23.6% | -22.8% | -5.9% |
| 1Y | +39.1% | +33.4% | +5.6% | +26.9% |
| 3Y | +2.2% | +45.3% | -43.1% | -9.4% |
| 5Y | -44.0% | +44.3% | -88.3% | -50.9% |
| 10Y | +412.7% | -22.8% | +435.5% | +385.7% |
| All | +412.7% | -24.2% | +436.9% | +385.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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