+7,178.3%
STRL vs BIDU
-51.1%
+7,229.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -7.0% | +10.2% | +4.7% |
| 7D | +10.1% | -2.4% | +12.5% | +10.6% |
| 30D | -8.2% | -15.6% | +7.4% | -4.9% |
| 3M | -43.7% | -22.3% | -21.4% | -40.7% |
| 6M | +27.1% | -22.3% | +49.4% | +33.9% |
| YTD | +64.0% | -29.2% | +93.2% | +75.7% |
| 1Y | +75.2% | -14.8% | +90.0% | +80.1% |
| 3Y | +539.9% | -31.8% | +571.7% | +567.6% |
| 5Y | +2,133.0% | -43.1% | +2,176.1% | +2,168.5% |
| 10Y | +7,178.3% | -50.6% | +7,228.9% | +6,500.2% |
| All | +7,178.3% | -51.1% | +7,229.3% | +6,500.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling