+9,040.0%
STX vs GNRC
+2,077.0%
+6,963.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | -0.1% | -1.4% |
| 7D | +9.6% | +3.2% | +6.4% | +8.6% |
| 30D | +10.6% | -9.5% | +20.1% | +14.2% |
| 3M | +4.8% | -28.5% | +33.3% | +16.7% |
| 6M | +137.3% | -10.0% | +147.2% | +147.2% |
| YTD | +222.5% | +36.7% | +185.7% | +196.0% |
| 1Y | +366.2% | +2.6% | +363.6% | +359.8% |
| 3Y | +1,352.9% | +61.9% | +1,291.0% | +1,115.8% |
| 5Y | +1,077.4% | -59.0% | +1,136.5% | +1,255.9% |
| 10Y | +3,621.5% | +444.8% | +3,176.7% | +1,709.1% |
| All | +9,040.0% | +2,077.0% | +6,963.1% | +2,489.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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