+412.7%
RGEN vs RRC
+4.5%
+408.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | -4.6% | -1.7% | -2.8% | -4.4% |
| 30D | +1.2% | +3.6% | -2.4% | +0.7% |
| 3M | +26.8% | +8.8% | +18.0% | +25.5% |
| 6M | +29.1% | +0.8% | +28.3% | +28.4% |
| YTD | +0.7% | +19.0% | -18.2% | -1.8% |
| 1Y | +39.1% | +22.9% | +16.1% | +35.1% |
| 3Y | +2.2% | +32.3% | -30.1% | -1.9% |
| 5Y | -44.0% | +151.6% | -195.6% | -49.4% |
| 10Y | +412.7% | +5.5% | +407.2% | +363.4% |
| All | +412.7% | +4.5% | +408.2% | +363.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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