+3,988.2%
STRL vs AEIS
+358.4%
+3,629.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +11.3% | +3.7% | +9.1% |
| 7D | -13.3% | +1.0% | -14.3% | -12.4% |
| 30D | -43.3% | -24.0% | -19.3% | -33.8% |
| 3M | -46.9% | -32.5% | -14.4% | -34.0% |
| 6M | -65.6% | -38.6% | -27.0% | -55.6% |
| YTD | -5.1% | +4.8% | -9.9% | -7.1% |
| 1Y | -23.1% | +1.3% | -24.4% | -22.9% |
| 3Y | +346.8% | +159.2% | +187.6% | +191.8% |
| 5Y | +907.2% | +140.8% | +766.4% | +562.5% |
| 10Y | +3,988.2% | +349.8% | +3,638.4% | +1,728.1% |
| All | +3,988.2% | +358.4% | +3,629.7% | +1,728.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling