+784.6%
STRL vs BEN
+19.4%
+765.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.7% | -1.2% | +0.9% |
| 7D | -26.9% | +6.6% | -33.5% | -29.7% |
| 30D | -52.7% | +3.8% | -56.5% | -53.8% |
| 3M | -52.8% | +0.2% | -53.1% | -53.0% |
| 6M | -71.5% | +10.4% | -81.9% | -73.0% |
| YTD | -17.4% | +46.2% | -63.6% | -32.7% |
| 1Y | -35.0% | +52.3% | -87.2% | -48.0% |
| 3Y | +239.2% | +65.9% | +173.3% | +151.5% |
| All | +784.6% | +19.4% | +765.2% | +661.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling