+1,967.8%
STX vs GEN
+151.0%
+1,816.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | -17.3% | +1.0% | -18.3% | -17.5% |
| 30D | -35.9% | +29.1% | -65.0% | -39.6% |
| 3M | -37.3% | +2.9% | -40.2% | -38.5% |
| 6M | -35.8% | +33.6% | -69.4% | -41.7% |
| YTD | +82.7% | +12.0% | +70.7% | +72.4% |
| 1Y | +71.6% | +16.2% | +55.5% | +60.0% |
| 3Y | +635.3% | +65.1% | +570.2% | +514.2% |
| 5Y | +483.8% | +33.3% | +450.5% | +407.3% |
| 10Y | +1,967.8% | +149.7% | +1,818.1% | +1,268.2% |
| All | +1,967.8% | +151.0% | +1,816.8% | +1,268.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling