+2,022.6%
STRL vs BEN
+39.3%
+1,983.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.5% | +2.2% | +3.9% |
| 7D | +3.4% | +0.2% | +3.2% | +3.3% |
| 30D | -9.2% | -0.5% | -8.7% | -9.0% |
| 3M | -51.0% | +9.7% | -60.8% | -53.3% |
| 6M | +15.8% | +33.9% | -18.1% | +0.2% |
| YTD | +58.9% | +49.0% | +9.9% | +29.6% |
| 1Y | +68.5% | +42.1% | +26.4% | +40.7% |
| 3Y | +485.2% | +51.9% | +433.3% | +359.1% |
| All | +2,022.6% | +39.3% | +1,983.3% | +1,518.2% |
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