+21.3%
RGEN vs IBN
+4.2%
+17.1%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.8% | -3.8% | -1.6% |
| 7D | -3.5% | +8.9% | -12.4% | -7.0% |
| 30D | -6.0% | +12.6% | -18.6% | -11.1% |
| 3M | +19.0% | +3.1% | +15.9% | +17.7% |
| 6M | +50.7% | +20.6% | +30.2% | +36.9% |
| YTD | +8.8% | +5.8% | +3.0% | +0.5% |
| 1Y | +21.3% | +3.7% | +17.6% | +13.0% |
| All | +21.3% | +4.2% | +17.1% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling