+7,178.3%
STRL vs BEN
+56.5%
+7,121.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.5% | +3.4% |
| 7D | +10.1% | +4.7% | +5.4% | +7.3% |
| 30D | -8.2% | +2.6% | -10.8% | -9.5% |
| 3M | -43.7% | +11.5% | -55.2% | -47.1% |
| 6M | +27.1% | +35.3% | -8.2% | +7.4% |
| YTD | +64.0% | +48.6% | +15.4% | +30.3% |
| 1Y | +75.2% | +46.7% | +28.5% | +40.3% |
| 3Y | +539.9% | +57.0% | +482.9% | +376.8% |
| 5Y | +2,133.0% | +41.8% | +2,091.2% | +1,585.6% |
| 10Y | +7,178.3% | +55.2% | +7,123.0% | +4,611.6% |
| All | +7,178.3% | +56.5% | +7,121.8% | +4,611.6% |
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