+2,022.6%
STRL vs GEN
+24.6%
+1,997.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.2% | +7.9% | +6.1% |
| 7D | +3.4% | -1.2% | +4.6% | +3.6% |
| 30D | -9.2% | +10.1% | -19.4% | -10.7% |
| 3M | -51.0% | +16.1% | -67.1% | -52.4% |
| 6M | +15.8% | +38.9% | -23.1% | +7.0% |
| YTD | +58.9% | +14.4% | +44.4% | +54.0% |
| 1Y | +68.5% | +5.9% | +62.7% | +66.9% |
| 3Y | +485.2% | +58.8% | +426.4% | +430.9% |
| All | +2,022.6% | +24.6% | +1,997.9% | +1,798.5% |
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 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