+402.8%
RGEN vs HRB
+207.5%
+195.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -2.9% | -12.2% | +9.3% | -0.9% |
| 30D | -0.1% | -3.0% | +2.9% | +0.1% |
| 3M | +25.9% | +21.7% | +4.2% | +21.3% |
| 6M | +35.2% | +52.3% | -17.1% | +24.7% |
| YTD | +0.5% | +6.5% | -6.0% | -1.7% |
| 1Y | +37.0% | -6.7% | +43.6% | +36.7% |
| 3Y | +2.0% | +25.1% | -23.1% | -4.9% |
| 5Y | -44.2% | +113.8% | -158.0% | -52.0% |
| All | +402.8% | +207.5% | +195.3% | +297.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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