+68.5%
STRL vs ACWI
+23.6%
+44.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.8% | +5.9% |
| 7D | +3.4% | +0.5% | +2.9% | +1.6% |
| 30D | -9.2% | +0.9% | -10.1% | -11.7% |
| 3M | -51.0% | +2.4% | -53.4% | -54.3% |
| 6M | +15.8% | +12.4% | +3.4% | -16.4% |
| YTD | +58.9% | +15.2% | +43.7% | +3.8% |
| 1Y | +68.5% | +22.7% | +45.8% | -13.8% |
| All | +68.5% | +23.6% | +44.9% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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