+3,877.1%
STRL vs AGI
+355.0%
+3,522.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.8% | +7.7% | +5.1% |
| 7D | +7.1% | 0.0% | +7.1% | +7.1% |
| 30D | -39.4% | -7.6% | -31.8% | -39.1% |
| 3M | -43.0% | -10.2% | -32.8% | -42.6% |
| 6M | -65.0% | -31.5% | -33.5% | -64.1% |
| YTD | -0.8% | -22.0% | +21.2% | +0.8% |
| 1Y | -20.3% | -7.9% | -12.4% | -19.6% |
| 3Y | +356.5% | +137.6% | +218.9% | +347.8% |
| 5Y | +952.8% | +256.7% | +696.1% | +926.5% |
| 10Y | +3,877.1% | +405.2% | +3,471.9% | +3,949.2% |
| All | +3,877.1% | +355.0% | +3,522.1% | +3,949.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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