+18,763.9%
STRL vs AGI
+4,206.7%
+14,557.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -3.0% |
| 7D | +15.7% | -10.1% | +25.8% | +16.3% |
| 30D | -35.5% | -6.5% | -28.9% | -35.3% |
| 3M | -47.1% | -12.8% | -34.3% | -46.8% |
| 6M | -65.8% | -34.3% | -31.5% | -65.1% |
| YTD | -4.5% | -25.6% | +21.1% | -3.3% |
| 1Y | -10.5% | -14.2% | +3.8% | -9.9% |
| 3Y | +340.6% | +127.3% | +213.3% | +325.4% |
| 5Y | +911.0% | +241.8% | +669.3% | +858.4% |
| 10Y | +3,727.1% | +381.8% | +3,345.3% | +3,424.4% |
| All | +18,763.9% | +4,206.7% | +14,557.1% | +16,545.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling