+403.8%
RGEN vs BUD
-3.2%
+407.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.3% | -3.5% |
| 7D | -1.2% | -1.6% | +0.4% | -0.7% |
| 30D | -5.1% | +6.7% | -11.7% | -7.1% |
| 3M | +0.5% | +5.9% | -5.4% | -1.6% |
| 6M | +46.6% | +5.1% | +41.5% | +43.5% |
| YTD | +1.6% | +32.9% | -31.3% | -7.6% |
| 1Y | +5.4% | +31.8% | -26.4% | -4.0% |
| 3Y | +12.8% | +47.4% | -34.5% | -1.4% |
| 5Y | -35.6% | +50.8% | -86.4% | -44.8% |
| All | +403.8% | -3.2% | +407.0% | +370.3% |
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