+3,877.5%
STRL vs AR
+52.4%
+3,825.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | +4.3% | +10.2% | +13.6% |
| 7D | -19.8% | -5.8% | -14.1% | -18.5% |
| 30D | -43.6% | +4.8% | -48.4% | -43.9% |
| 3M | -45.2% | +1.5% | -46.7% | -45.4% |
| 6M | -65.7% | +4.7% | -70.4% | -66.2% |
| YTD | -5.4% | +9.2% | -14.6% | -8.6% |
| 1Y | -24.7% | +11.2% | -35.8% | -27.7% |
| 3Y | +335.0% | +46.2% | +288.8% | +292.3% |
| 5Y | +915.3% | +98.1% | +817.2% | +726.4% |
| 10Y | +3,877.5% | +54.5% | +3,822.9% | +2,955.4% |
| All | +3,877.5% | +52.4% | +3,825.1% | +2,955.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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