+9,673.6%
STRL vs GEN
+2,827.5%
+6,846.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -0.9% | -12.9% | -13.8% |
| 7D | -34.6% | +8.5% | -43.1% | -35.2% |
| 30D | -56.7% | +34.2% | -90.9% | -58.0% |
| 3M | -54.4% | +10.0% | -64.4% | -55.2% |
| 6M | -69.7% | +56.8% | -126.5% | -71.4% |
| YTD | -20.2% | +14.2% | -34.5% | -22.5% |
| 1Y | -40.6% | +20.8% | -61.3% | -42.6% |
| 3Y | +221.7% | +84.1% | +137.6% | +197.1% |
| 5Y | +799.0% | +37.1% | +761.9% | +748.9% |
| 10Y | +3,451.5% | +171.5% | +3,280.0% | +2,994.9% |
| All | +9,673.6% | +2,827.5% | +6,846.1% | +7,435.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling