+3,988.2%
STRL vs RGEN
+508.6%
+3,479.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +3.1% | +11.8% | +14.2% |
| 7D | -13.3% | +3.5% | -16.8% | -13.8% |
| 30D | -43.3% | +2.9% | -46.2% | -43.5% |
| 3M | -46.9% | +9.2% | -56.0% | -48.1% |
| 6M | -65.6% | +44.9% | -110.5% | -69.1% |
| YTD | -5.1% | +9.2% | -14.3% | -8.9% |
| 1Y | -23.1% | +25.3% | -48.4% | -28.3% |
| 3Y | +346.8% | +21.7% | +325.1% | +306.1% |
| 5Y | +907.2% | -34.5% | +941.7% | +885.0% |
| 10Y | +3,988.2% | +478.9% | +3,509.3% | +2,149.0% |
| All | +3,988.2% | +508.6% | +3,479.5% | +2,149.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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