+673.8%
STX vs GEN
+67.9%
+605.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.4% | -5.5% | -3.1% |
| 7D | +14.6% | +2.0% | +12.6% | +14.6% |
| 30D | -26.0% | +27.7% | -53.7% | -26.4% |
| 3M | -42.6% | +3.3% | -45.9% | -42.6% |
| 6M | -35.3% | +31.8% | -67.1% | -37.9% |
| YTD | +92.5% | +13.5% | +79.0% | +91.7% |
| 1Y | +102.4% | +16.0% | +86.4% | +99.7% |
| 3Y | +673.8% | +70.6% | +603.3% | +547.2% |
| All | +673.8% | +67.9% | +605.9% | +547.2% |
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