+45,687.3%
STRL vs A
+457.0%
+45,230.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.6% | +5.2% | +5.6% |
| 7D | +3.4% | -1.9% | +5.3% | +3.9% |
| 30D | -9.2% | +6.9% | -16.2% | -10.9% |
| 3M | -51.0% | +9.2% | -60.3% | -52.2% |
| 6M | +15.8% | +25.7% | -9.9% | +9.2% |
| YTD | +58.9% | +11.5% | +47.3% | +54.0% |
| 1Y | +68.5% | +18.4% | +50.2% | +61.1% |
| 3Y | +485.2% | +26.6% | +458.6% | +445.6% |
| 5Y | +2,005.1% | -12.8% | +2,017.9% | +2,022.9% |
| 10Y | +7,118.0% | +247.2% | +6,870.8% | +5,263.5% |
| All | +45,687.3% | +457.0% | +45,230.3% | +25,187.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling