+443.6%
STX vs GEN
+32.5%
+411.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.5% | -0.8% |
| 7D | -28.5% | +2.3% | -30.7% | -28.7% |
| 30D | -42.9% | +33.1% | -76.0% | -45.5% |
| 3M | -45.9% | +6.5% | -52.4% | -46.9% |
| 6M | -41.3% | +53.8% | -95.1% | -48.3% |
| YTD | +67.9% | +11.2% | +56.7% | +61.4% |
| 1Y | +66.5% | +19.4% | +47.1% | +55.9% |
| 3Y | +588.0% | +81.0% | +506.9% | +452.6% |
| All | +443.6% | +32.5% | +411.1% | +373.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling