+123.8%
STX vs RGEN
+19.5%
+104.2%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | 0.0% | -8.1% | -8.1% |
| 7D | -20.2% | -3.5% | -16.7% | -19.9% |
| 30D | -37.2% | -6.0% | -31.2% | -36.9% |
| 3M | -34.1% | +19.0% | -53.0% | -34.0% |
| 6M | -24.5% | +50.7% | -75.2% | -28.8% |
| YTD | +102.9% | +8.8% | +94.2% | +121.3% |
| 1Y | +123.8% | +21.3% | +102.5% | +135.5% |
| All | +123.8% | +19.5% | +104.2% | +135.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling