-24.7%
STRL vs GEN
+18.5%
-43.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.1% |
| 7D | -19.8% | +1.0% | -20.8% | -19.2% |
| 30D | -43.6% | +29.1% | -72.6% | -38.1% |
| 3M | -45.2% | +2.9% | -48.1% | -44.2% |
| 6M | -65.7% | +33.6% | -99.3% | -62.5% |
| YTD | -5.4% | +12.0% | -17.5% | -8.3% |
| 1Y | -24.7% | +16.2% | -40.8% | -26.7% |
| All | -24.7% | +18.5% | -43.1% | -26.7% |
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