-20.8%
STRL vs GEN
+11.7%
-32.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -1.9% |
| 7D | +23.4% | -3.0% | +26.4% | +22.1% |
| 30D | -39.5% | +24.7% | -64.2% | -34.4% |
| 3M | -45.1% | +4.1% | -49.2% | -43.8% |
| 6M | -64.6% | +36.0% | -100.6% | -61.4% |
| YTD | -1.5% | +10.9% | -12.4% | -5.7% |
| 1Y | -20.8% | +12.2% | -32.9% | -24.5% |
| All | -20.8% | +11.7% | -32.5% | -24.5% |
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