+412.7%
RGEN vs CASY
+468.0%
-55.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -14.2% | +12.2% | +2.0% |
| 7D | -4.6% | -16.5% | +12.0% | +0.2% |
| 30D | +1.2% | -26.4% | +27.5% | +9.9% |
| 3M | +26.8% | -17.3% | +44.1% | +31.3% |
| 6M | +29.1% | -5.2% | +34.3% | +27.1% |
| YTD | +0.7% | +14.1% | -13.4% | -7.0% |
| 1Y | +39.1% | +16.6% | +22.4% | +26.9% |
| 3Y | +2.2% | +163.7% | -161.5% | -30.7% |
| 5Y | -44.0% | +231.3% | -275.3% | -65.3% |
| 10Y | +412.7% | +462.9% | -50.2% | +152.1% |
| All | +412.7% | +468.0% | -55.3% | +152.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling