+3,676.0%
STX vs RGEN
+406.9%
+3,269.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.6% | +5.9% | +6.4% |
| 7D | +10.7% | -0.9% | +11.6% | +10.9% |
| 30D | +11.3% | +2.8% | +8.4% | +10.4% |
| 3M | +3.2% | +34.5% | -31.2% | -4.7% |
| 6M | +157.0% | +40.5% | +116.5% | +133.3% |
| YTD | +229.2% | +2.8% | +226.4% | +221.4% |
| 1Y | +381.8% | +39.6% | +342.2% | +338.0% |
| 3Y | +1,383.2% | +4.4% | +1,378.8% | +1,274.5% |
| 5Y | +1,144.9% | -42.8% | +1,187.6% | +1,150.9% |
| 10Y | +3,676.0% | +406.7% | +3,269.3% | +2,056.2% |
| All | +3,676.0% | +406.9% | +3,269.2% | +2,056.2% |
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