+3,786.6%
STRL vs BEN
+58.0%
+3,728.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | 0.0% |
| 7D | +23.4% | +11.3% | +12.1% | +16.3% |
| 30D | -39.5% | +15.0% | -54.5% | -44.3% |
| 3M | -45.1% | +7.8% | -52.9% | -47.5% |
| 6M | -64.6% | +15.5% | -80.1% | -67.4% |
| YTD | -1.5% | +55.4% | -56.9% | -23.9% |
| 1Y | -20.8% | +63.3% | -84.0% | -40.4% |
| 3Y | +353.1% | +83.4% | +269.7% | +207.8% |
| 5Y | +942.9% | +28.1% | +914.8% | +747.8% |
| All | +3,786.6% | +58.0% | +3,728.6% | +2,555.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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