+3,988.2%
STRL vs GEN
+166.9%
+3,821.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | 0.0% | +14.9% | +15.0% |
| 7D | -13.3% | -0.3% | -13.0% | -13.5% |
| 30D | -43.3% | +28.2% | -71.5% | -46.1% |
| 3M | -46.9% | +2.6% | -49.5% | -47.7% |
| 6M | -65.6% | +32.7% | -98.3% | -68.3% |
| YTD | -5.1% | +11.3% | -16.3% | -9.6% |
| 1Y | -23.1% | +17.9% | -41.0% | -27.9% |
| 3Y | +346.8% | +66.3% | +280.5% | +287.1% |
| 5Y | +907.2% | +31.7% | +875.5% | +797.3% |
| 10Y | +3,988.2% | +150.0% | +3,838.2% | +3,048.9% |
| All | +3,988.2% | +166.9% | +3,821.3% | +3,048.9% |
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