+15.6%
STZ vs GEN
+14.8%
+0.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | +0.5% |
| 7D | +2.6% | +2.0% | +0.5% | +2.4% |
| 30D | +15.2% | +27.7% | -12.5% | +13.7% |
| 3M | +7.6% | +3.3% | +4.4% | +6.5% |
| 6M | +5.3% | +31.8% | -26.5% | +6.2% |
| YTD | +8.6% | +13.5% | -4.9% | +12.5% |
| 1Y | +15.6% | +16.0% | -0.5% | +19.5% |
| All | +15.6% | +14.8% | +0.7% | +19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling