+412.7%
RGEN vs GPC
+83.6%
+329.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -2.9% | -2.4% |
| 7D | -4.6% | -0.6% | -3.9% | -4.4% |
| 30D | +1.2% | +1.3% | -0.2% | +0.6% |
| 3M | +26.8% | +37.1% | -10.3% | +12.9% |
| 6M | +29.1% | +23.2% | +5.9% | +19.4% |
| YTD | +0.7% | +13.1% | -12.4% | -5.1% |
| 1Y | +39.1% | +0.9% | +38.2% | +36.3% |
| 3Y | +2.2% | -0.8% | +3.1% | -1.5% |
| 5Y | -44.0% | +31.1% | -75.1% | -49.6% |
| 10Y | +412.7% | +87.4% | +325.4% | +312.3% |
| All | +412.7% | +83.6% | +329.1% | +312.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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