+1,019.5%
STX vs GEN
+24.6%
+994.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.2% | +8.5% | +6.8% |
| 7D | +2.4% | -1.2% | +3.5% | +2.5% |
| 30D | +1.4% | +10.1% | -8.8% | -0.8% |
| 3M | -8.2% | +16.1% | -24.3% | -11.7% |
| 6M | +127.0% | +38.9% | +88.2% | +106.2% |
| YTD | +209.1% | +14.4% | +194.7% | +196.5% |
| 1Y | +365.4% | +5.9% | +359.6% | +357.2% |
| 3Y | +1,135.4% | +58.8% | +1,076.6% | +943.6% |
| All | +1,019.5% | +24.6% | +994.9% | +899.7% |
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