+7,178.3%
STRL vs RGEN
+406.9%
+6,771.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.6% | +2.7% | +3.1% |
| 7D | +10.1% | -0.9% | +11.0% | +10.3% |
| 30D | -8.2% | +2.8% | -11.0% | -8.9% |
| 3M | -43.7% | +34.5% | -78.2% | -48.3% |
| 6M | +27.1% | +40.5% | -13.3% | +15.5% |
| YTD | +64.0% | +2.8% | +61.1% | +60.1% |
| 1Y | +75.2% | +39.6% | +35.5% | +59.5% |
| 3Y | +539.9% | +4.4% | +535.5% | +497.3% |
| 5Y | +2,133.0% | -42.8% | +2,175.7% | +2,147.4% |
| 10Y | +7,178.3% | +406.7% | +6,771.6% | +3,698.3% |
| All | +7,178.3% | +406.9% | +6,771.4% | +3,698.3% |
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