+10,012.8%
STRL vs BN
+20,048.4%
-10,035.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.8% |
| 7D | -26.9% | +5.3% | -32.3% | -29.1% |
| 30D | -52.7% | +11.9% | -64.6% | -55.3% |
| 3M | -52.8% | -5.7% | -47.1% | -52.2% |
| 6M | -71.5% | -10.6% | -60.9% | -70.5% |
| YTD | -17.4% | -9.4% | -8.1% | -15.0% |
| 1Y | -35.0% | -8.8% | -26.2% | -32.9% |
| 3Y | +239.2% | +95.6% | +143.6% | +165.5% |
| 5Y | +830.2% | +30.2% | +800.0% | +732.7% |
| 10Y | +3,574.7% | +277.0% | +3,297.7% | +2,187.2% |
| All | +10,012.8% | +20,048.4% | -10,035.6% | +4,120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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