+10,012.8%
STRL vs GEN
+2,750.0%
+7,262.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.1% | +3.7% |
| 7D | -26.9% | +2.3% | -29.2% | -27.2% |
| 30D | -52.7% | +33.1% | -85.7% | -54.1% |
| 3M | -52.8% | +6.5% | -59.3% | -53.5% |
| 6M | -71.5% | +53.8% | -125.3% | -73.1% |
| YTD | -17.4% | +11.2% | -28.7% | -19.6% |
| 1Y | -35.0% | +19.4% | -54.3% | -37.2% |
| 3Y | +239.2% | +81.0% | +158.2% | +213.8% |
| 5Y | +830.2% | +33.4% | +796.7% | +780.4% |
| 10Y | +3,574.7% | +164.3% | +3,410.4% | +3,110.1% |
| All | +10,012.8% | +2,750.0% | +7,262.8% | +7,715.7% |
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