+937.9%
STRL vs GEN
+33.3%
+904.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.4% | -5.4% | -3.2% |
| 7D | +15.7% | +2.0% | +13.6% | +15.5% |
| 30D | -35.5% | +27.7% | -63.2% | -37.2% |
| 3M | -47.1% | +3.3% | -50.4% | -47.5% |
| 6M | -65.8% | +31.8% | -97.6% | -67.8% |
| YTD | -4.5% | +13.5% | -18.0% | -7.2% |
| 1Y | -10.5% | +16.0% | -26.5% | -13.7% |
| 3Y | +340.6% | +70.6% | +270.0% | +294.5% |
| All | +937.9% | +33.3% | +904.6% | +823.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling