+21.3%
RGEN vs CASY
+32.1%
-10.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.5% | 0.0% |
| 7D | -3.5% | +0.8% | -4.3% | -3.5% |
| 30D | -6.0% | +9.4% | -15.4% | -5.7% |
| 3M | +19.0% | -20.6% | +39.6% | +18.8% |
| 6M | +50.7% | -20.7% | +71.5% | +52.0% |
| YTD | +8.8% | +22.5% | -13.8% | +3.4% |
| 1Y | +21.3% | +29.5% | -8.2% | +13.3% |
| All | +21.3% | +32.1% | -10.9% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1y: compounded portfolio wealth divided by compounded CASY 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…
1y analysis · Full analysis span regression · 6 months rolling