+3,877.1%
STRL vs GEN
+156.5%
+3,720.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.1% | +2.8% | +4.6% |
| 7D | +7.1% | -0.8% | +7.9% | +7.3% |
| 30D | -39.4% | +31.2% | -70.6% | -42.5% |
| 3M | -43.0% | +6.1% | -49.1% | -44.2% |
| 6M | -65.0% | +38.1% | -103.1% | -68.0% |
| YTD | -0.8% | +14.4% | -15.2% | -5.9% |
| 1Y | -20.3% | +15.1% | -35.4% | -24.6% |
| 3Y | +356.5% | +68.5% | +288.0% | +294.9% |
| 5Y | +952.8% | +35.8% | +917.0% | +833.3% |
| 10Y | +3,877.1% | +155.4% | +3,721.7% | +2,944.3% |
| All | +3,877.1% | +156.5% | +3,720.6% | +2,944.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling