+9,509.3%
STX vs GEN
+729.5%
+8,779.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | 0.0% | +9.8% | +9.8% |
| 7D | -14.8% | -0.3% | -14.5% | -14.8% |
| 30D | -35.4% | +28.2% | -63.5% | -41.5% |
| 3M | -37.7% | +2.6% | -40.3% | -39.8% |
| 6M | -35.2% | +32.7% | -67.9% | -44.4% |
| YTD | +84.4% | +11.3% | +73.1% | +66.6% |
| 1Y | +82.3% | +17.9% | +64.3% | +60.5% |
| 3Y | +646.2% | +66.3% | +579.9% | +461.0% |
| 5Y | +487.4% | +31.7% | +455.7% | +369.9% |
| 10Y | +2,071.0% | +150.0% | +1,921.0% | +1,067.0% |
| All | +9,509.3% | +729.5% | +8,779.8% | +2,744.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling