+75.2%
STRL vs GEN
+2.7%
+72.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.7% | +6.0% | +2.3% |
| 7D | +10.1% | -0.7% | +10.8% | +9.9% |
| 30D | -8.2% | +2.6% | -10.8% | -7.1% |
| 3M | -43.7% | +15.8% | -59.5% | -40.0% |
| 6M | +27.1% | +33.1% | -6.0% | +35.3% |
| YTD | +64.0% | +11.3% | +52.7% | +67.9% |
| 1Y | +75.2% | +1.7% | +73.5% | +105.6% |
| All | +75.2% | +2.7% | +72.4% | +105.6% |
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