+478.9%
RGEN vs GPC
+93.7%
+385.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.8% | +2.3% |
| 7D | +3.5% | +0.8% | +2.6% | +3.2% |
| 30D | +2.9% | -1.1% | +4.0% | +3.1% |
| 3M | +9.2% | -6.6% | +15.8% | +11.4% |
| 6M | +44.9% | +22.2% | +22.7% | +34.1% |
| YTD | +9.2% | +5.1% | +4.1% | +5.3% |
| 1Y | +25.3% | +2.8% | +22.5% | +21.8% |
| 3Y | +21.7% | +2.4% | +19.4% | +16.4% |
| 5Y | -34.5% | +7.8% | -42.3% | -37.8% |
| 10Y | +478.9% | +87.2% | +391.7% | +384.7% |
| All | +478.9% | +93.7% | +385.2% | +384.7% |
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