+403.8%
RGEN vs IBN
+383.7%
+20.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.2% |
| 7D | -1.2% | +5.7% | -6.9% | -2.8% |
| 30D | -5.1% | +20.5% | -25.6% | -10.4% |
| 3M | +0.5% | +15.2% | -14.8% | -4.0% |
| 6M | +46.6% | +34.5% | +12.1% | +33.6% |
| YTD | +1.6% | +16.4% | -14.7% | -3.4% |
| 1Y | +5.4% | +13.5% | -8.2% | +0.9% |
| 3Y | +12.8% | +55.4% | -42.6% | -2.4% |
| 5Y | -35.6% | +73.1% | -108.6% | -46.1% |
| All | +403.8% | +383.7% | +20.1% | +240.3% |
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