-25.9%
STRL vs GEN
+20.2%
-46.0%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.5% | +4.0% | -25.4% | -20.0% |
| 7D | -27.1% | +26.9% | -53.9% | -20.5% |
| 30D | -45.8% | +38.6% | -84.4% | -39.2% |
| 3M | -47.6% | +9.7% | -57.4% | -45.4% |
| 6M | -46.4% | +58.9% | -105.3% | -40.4% |
| YTD | -7.4% | +15.3% | -22.7% | -7.4% |
| 1Y | -25.9% | +21.8% | -47.6% | -26.4% |
| All | -25.9% | +20.2% | -46.0% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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