+3,051.8%
RGEN vs BUD
+222.5%
+2,829.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.1% |
| 7D | -2.4% | +6.0% | -8.4% | -4.2% |
| 30D | +0.1% | +11.3% | -11.2% | -3.6% |
| 3M | +6.6% | +3.6% | +3.1% | +4.9% |
| 6M | +40.9% | +7.7% | +33.2% | +36.7% |
| YTD | +6.2% | +36.4% | -30.2% | -4.8% |
| 1Y | +19.4% | +37.8% | -18.4% | +6.7% |
| 3Y | +17.9% | +51.2% | -33.3% | +1.2% |
| 5Y | -34.0% | +53.4% | -87.4% | -44.2% |
| 10Y | +453.9% | -3.2% | +457.1% | +418.2% |
| All | +3,051.8% | +222.5% | +2,829.4% | +1,927.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling