+478.9%
RGEN vs CASY
+551.3%
-72.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.5% | +3.0% |
| 7D | +3.5% | +3.6% | -0.1% | +2.4% |
| 30D | +2.9% | +7.2% | -4.3% | +0.8% |
| 3M | +9.2% | -16.9% | +26.1% | +14.1% |
| 6M | +44.9% | -19.3% | +64.3% | +50.9% |
| YTD | +9.2% | +25.6% | -16.4% | -2.2% |
| 1Y | +25.3% | +30.2% | -4.9% | +10.7% |
| 3Y | +21.7% | +154.9% | -133.1% | -15.7% |
| 5Y | -34.5% | +252.1% | -286.6% | -59.9% |
| 10Y | +478.9% | +535.8% | -56.9% | +176.7% |
| All | +478.9% | +551.3% | -72.4% | +176.7% |
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