+75.2%
STRL vs A
+16.1%
+59.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.7% | +5.9% | +5.0% |
| 7D | +10.1% | -2.1% | +12.2% | +11.5% |
| 30D | -8.2% | +0.6% | -8.8% | -8.8% |
| 3M | -43.7% | +10.9% | -54.6% | -48.1% |
| 6M | +27.1% | +28.2% | -1.1% | +4.2% |
| YTD | +64.0% | +8.6% | +55.4% | +42.1% |
| 1Y | +75.2% | +15.5% | +59.6% | +57.2% |
| All | +75.2% | +16.1% | +59.0% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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