-24.4%
STRL vs BEN
+70.3%
-94.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +6.3% | +8.6% | +9.7% |
| 7D | -13.3% | +12.2% | -25.5% | -21.0% |
| 30D | -43.3% | +12.1% | -55.4% | -48.2% |
| 3M | -46.9% | +7.3% | -54.2% | -49.7% |
| 6M | -65.6% | +17.9% | -83.5% | -69.8% |
| YTD | -5.1% | +55.4% | -60.5% | -33.3% |
| All | -24.4% | +70.3% | -94.7% | -52.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling