+942.9%
STRL vs GEN
+31.4%
+911.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.5% |
| 7D | +23.4% | -3.0% | +26.4% | +23.7% |
| 30D | -39.5% | +24.7% | -64.2% | -41.1% |
| 3M | -45.1% | +4.1% | -49.2% | -45.6% |
| 6M | -64.6% | +36.0% | -100.6% | -67.1% |
| YTD | -1.5% | +10.9% | -12.4% | -4.1% |
| 1Y | -20.8% | +12.2% | -32.9% | -23.3% |
| 3Y | +353.1% | +63.3% | +289.8% | +307.4% |
| 5Y | +942.9% | +29.0% | +913.8% | +832.2% |
| All | +942.9% | +31.4% | +911.5% | +832.2% |
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