+3,676.0%
STX vs GEN
+150.2%
+3,525.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.7% | +9.2% | +7.1% |
| 7D | +10.7% | -0.7% | +11.4% | +10.8% |
| 30D | +11.3% | +2.6% | +8.6% | +10.3% |
| 3M | +3.2% | +15.8% | -12.6% | -1.5% |
| 6M | +157.0% | +33.1% | +123.8% | +134.3% |
| YTD | +229.2% | +11.3% | +217.9% | +213.8% |
| 1Y | +381.8% | +1.7% | +380.2% | +370.1% |
| 3Y | +1,383.2% | +58.1% | +1,325.0% | +1,160.8% |
| 5Y | +1,144.9% | +20.6% | +1,124.3% | +1,018.3% |
| 10Y | +3,676.0% | +149.0% | +3,527.0% | +2,391.2% |
| All | +3,676.0% | +150.2% | +3,525.8% | +2,391.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling