+407.7%
RGEN vs IBN
+385.6%
+22.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -3.3% | +1.9% | -5.1% | -3.8% |
| 30D | -5.8% | +22.1% | -27.9% | -11.5% |
| 3M | +0.2% | +17.1% | -16.9% | -4.8% |
| 6M | +56.8% | +35.5% | +21.2% | +42.5% |
| YTD | +2.4% | +16.8% | -14.4% | -2.8% |
| 1Y | +11.4% | +12.4% | -1.0% | +7.0% |
| 3Y | +15.2% | +58.0% | -42.9% | -0.9% |
| 5Y | -35.1% | +73.7% | -108.8% | -45.7% |
| All | +407.7% | +385.6% | +22.1% | +242.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling