+6,906.6%
STRL vs AU
+694.8%
+6,211.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.3% | +2.2% | -1.7% |
| 7D | +5.4% | -7.0% | +12.4% | +6.1% |
| 30D | -9.0% | +7.3% | -16.3% | -9.8% |
| 3M | -37.1% | +33.2% | -70.3% | -39.0% |
| 6M | +17.8% | -0.6% | +18.4% | +17.1% |
| YTD | +58.3% | +26.2% | +32.2% | +55.2% |
| 1Y | +61.0% | +68.3% | -7.3% | +56.0% |
| 3Y | +517.8% | +592.1% | -74.3% | +478.7% |
| 5Y | +2,119.0% | +685.3% | +1,433.8% | +1,967.8% |
| All | +6,906.6% | +694.8% | +6,211.8% | +6,956.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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