+60,220.0%
STRL vs AU
+617.7%
+59,602.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.8% | +4.0% | -0.3% |
| 7D | +23.4% | -1.1% | +24.5% | +23.6% |
| 30D | -39.5% | -4.4% | -35.1% | -39.3% |
| 3M | -45.1% | -10.0% | -35.1% | -44.6% |
| 6M | -64.6% | -14.5% | -50.1% | -64.2% |
| YTD | -1.5% | +6.4% | -7.9% | -2.3% |
| 1Y | -20.8% | +7.7% | -28.5% | -21.5% |
| 3Y | +353.1% | +514.1% | -161.0% | +288.3% |
| 5Y | +942.9% | +386.5% | +556.3% | +792.9% |
| 10Y | +3,847.6% | +851.3% | +2,996.3% | +2,931.4% |
| All | +60,220.0% | +617.7% | +59,602.3% | +47,687.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling