+3,988.2%
STRL vs ARWR
+921.6%
+3,066.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | -15.3% | +30.3% | +17.1% |
| 7D | -13.3% | -17.3% | +4.0% | -11.4% |
| 30D | -43.3% | -21.5% | -21.8% | -41.6% |
| 3M | -46.9% | -43.8% | -3.0% | -42.7% |
| 6M | -65.6% | -32.3% | -33.3% | -64.0% |
| YTD | -5.1% | -25.8% | +20.8% | -2.3% |
| 1Y | -23.1% | +25.5% | -48.6% | -27.0% |
| 3Y | +346.8% | +84.1% | +262.7% | +281.1% |
| 5Y | +907.2% | -39.2% | +946.4% | +848.0% |
| 10Y | +3,988.2% | +1,072.4% | +2,915.8% | +2,656.0% |
| All | +3,988.2% | +921.6% | +3,066.6% | +2,656.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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