+504.0%
STRL vs GEN
+58.9%
+445.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.2% | +7.9% | +6.0% |
| 7D | +3.4% | -1.2% | +4.6% | +3.5% |
| 30D | -9.2% | +10.1% | -19.4% | -10.4% |
| 3M | -51.0% | +16.1% | -67.1% | -52.0% |
| 6M | +15.8% | +38.9% | -23.1% | +7.4% |
| YTD | +58.9% | +14.4% | +44.4% | +56.8% |
| 1Y | +68.5% | +5.9% | +62.7% | +71.3% |
| All | +504.0% | +58.9% | +445.1% | +564.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling