+10,012.8%
STRL vs BEN
+3,684.7%
+6,328.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.7% | -1.2% | +1.9% |
| 7D | -26.9% | +6.6% | -33.5% | -28.6% |
| 30D | -52.7% | +3.8% | -56.5% | -53.3% |
| 3M | -52.8% | +0.2% | -53.1% | -52.9% |
| 6M | -71.5% | +10.4% | -81.9% | -72.4% |
| YTD | -17.4% | +46.2% | -63.6% | -27.3% |
| 1Y | -35.0% | +52.3% | -87.2% | -43.4% |
| 3Y | +239.2% | +65.9% | +173.3% | +183.6% |
| 5Y | +830.2% | +20.6% | +809.6% | +750.4% |
| 10Y | +3,574.7% | +64.8% | +3,509.9% | +2,905.3% |
| All | +10,012.8% | +3,684.7% | +6,328.1% | +7,245.8% |
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