+183.1%
STT vs GEN
+67.9%
+115.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -0.6% |
| 7D | +4.8% | +2.0% | +2.7% | +4.3% |
| 30D | +3.9% | +27.7% | -23.8% | -1.7% |
| 3M | -8.2% | +3.3% | -11.4% | -8.9% |
| 6M | +15.6% | +31.8% | -16.2% | +6.5% |
| YTD | +37.6% | +13.5% | +24.1% | +33.4% |
| 1Y | +50.1% | +16.0% | +34.1% | +44.3% |
| 3Y | +183.1% | +70.6% | +112.5% | +131.2% |
| All | +183.1% | +67.9% | +115.1% | +131.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling