+11,526.8%
STRL vs BEN
+3,924.8%
+7,602.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +6.3% | +8.6% | +12.8% |
| 7D | -13.3% | +12.2% | -25.5% | -16.7% |
| 30D | -43.3% | +12.1% | -55.4% | -45.5% |
| 3M | -46.9% | +7.3% | -54.2% | -48.1% |
| 6M | -65.6% | +17.9% | -83.5% | -67.4% |
| YTD | -5.1% | +55.4% | -60.5% | -17.9% |
| 1Y | -23.1% | +69.3% | -92.4% | -35.3% |
| 3Y | +346.8% | +82.8% | +264.0% | +262.3% |
| 5Y | +907.2% | +28.8% | +878.4% | +802.5% |
| 10Y | +3,988.2% | +53.9% | +3,934.3% | +3,292.0% |
| All | +11,526.8% | +3,924.8% | +7,602.0% | +8,188.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling