+19,359.6%
STRL vs BEN
+3,757.5%
+15,602.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.5% | +2.2% | +4.6% |
| 7D | +3.4% | +0.2% | +3.2% | +3.4% |
| 30D | -9.2% | -0.5% | -8.7% | -9.0% |
| 3M | -51.0% | +9.7% | -60.8% | -52.5% |
| 6M | +15.8% | +33.9% | -18.1% | +5.5% |
| YTD | +58.9% | +49.0% | +9.9% | +39.3% |
| 1Y | +68.5% | +42.1% | +26.4% | +50.2% |
| 3Y | +485.2% | +51.9% | +433.3% | +404.1% |
| 5Y | +2,005.1% | +39.0% | +1,966.1% | +1,737.1% |
| 10Y | +7,118.0% | +57.9% | +7,060.1% | +5,870.1% |
| All | +19,359.6% | +3,757.5% | +15,602.1% | +13,972.2% |
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 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