+31,286.5%
STRL vs AGI
+5,459.2%
+25,827.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.9% | +7.7% | +5.9% |
| 7D | +3.4% | +0.6% | +2.8% | +3.3% |
| 30D | -9.2% | +18.2% | -27.5% | -10.1% |
| 3M | -51.0% | -4.1% | -46.9% | -51.0% |
| 6M | +15.8% | -28.7% | +44.5% | +17.5% |
| YTD | +58.9% | -4.0% | +62.8% | +58.9% |
| 1Y | +68.5% | +17.4% | +51.1% | +67.0% |
| 3Y | +485.2% | +203.0% | +282.2% | +457.4% |
| 5Y | +2,005.1% | +376.7% | +1,628.4% | +1,866.0% |
| 10Y | +7,118.0% | +407.5% | +6,710.5% | +6,509.8% |
| All | +31,286.5% | +5,459.2% | +25,827.3% | +27,258.2% |
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 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