+3,042.9%
RGEN vs BUD
+214.6%
+2,828.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.5% | +4.4% | +3.4% |
| 7D | -1.9% | +4.5% | -6.4% | -3.5% |
| 30D | +3.7% | +12.5% | -8.8% | -0.4% |
| 3M | +8.8% | 0.0% | +8.8% | +8.3% |
| 6M | +38.0% | +3.8% | +34.2% | +35.3% |
| YTD | +5.9% | +33.1% | -27.2% | -4.4% |
| 1Y | +19.7% | +35.5% | -15.8% | +7.4% |
| 3Y | +20.5% | +49.4% | -28.9% | +3.8% |
| 5Y | -35.0% | +48.0% | -83.0% | -44.4% |
| 10Y | +540.9% | -8.6% | +549.5% | +510.1% |
| All | +3,042.9% | +214.6% | +2,828.3% | +1,937.5% |
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