+2,936.2%
RGEN vs BUD
+201.1%
+2,735.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.2% |
| 7D | -4.9% | +0.3% | -5.2% | -5.0% |
| 30D | +5.7% | -5.7% | +11.4% | +7.5% |
| 3M | +32.4% | +3.1% | +29.3% | +30.9% |
| 6M | +33.2% | +7.9% | +25.3% | +29.5% |
| YTD | +2.3% | +27.3% | -25.0% | -5.9% |
| 1Y | +39.0% | +37.8% | +1.2% | +24.4% |
| 3Y | -4.6% | +49.8% | -54.5% | -17.5% |
| 5Y | -42.7% | +43.8% | -86.5% | -50.4% |
| 10Y | +433.6% | -22.6% | +456.2% | +440.7% |
| All | +2,936.2% | +201.1% | +2,735.1% | +1,904.3% |
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 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