+365.4%
STX vs GEN
+5.4%
+360.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.2% | +8.5% | +5.6% |
| 7D | +2.4% | -1.2% | +3.5% | +2.0% |
| 30D | +1.4% | +10.1% | -8.8% | +5.2% |
| 3M | -8.2% | +16.1% | -24.3% | -1.2% |
| 6M | +127.0% | +38.9% | +88.2% | +144.6% |
| YTD | +209.1% | +14.4% | +194.7% | +198.3% |
| 1Y | +365.4% | +5.9% | +359.6% | +342.8% |
| All | +365.4% | +5.4% | +360.0% | +342.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling