+1,576.0%
RGEN vs CASY
+36,294.0%
-34,718.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -4.9% | +0.1% | -5.0% | -5.0% |
| 30D | +5.7% | -11.3% | +17.0% | +8.2% |
| 3M | +32.4% | -0.6% | +33.1% | +31.3% |
| 6M | +33.2% | +10.7% | +22.5% | +28.7% |
| YTD | +2.3% | +37.1% | -34.8% | -5.8% |
| 1Y | +39.0% | +52.3% | -13.3% | +24.8% |
| 3Y | -4.6% | +215.2% | -219.8% | -27.4% |
| 5Y | -42.7% | +276.5% | -319.2% | -58.1% |
| 10Y | +433.6% | +508.4% | -74.8% | +244.9% |
| All | +1,576.0% | +36,294.0% | -34,718.0% | +396.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling