+3,667.9%
STRL vs BTI
+131.8%
+3,536.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.4% | -3.5% |
| 7D | +15.7% | +1.6% | +14.0% | +15.0% |
| 30D | -35.5% | +9.2% | -44.7% | -37.7% |
| 3M | -47.1% | +9.6% | -56.8% | -49.2% |
| 6M | -65.8% | -2.4% | -63.3% | -66.2% |
| YTD | -4.5% | +14.2% | -18.8% | -11.1% |
| 1Y | -10.5% | +20.3% | -30.8% | -18.3% |
| 3Y | +340.6% | +147.4% | +193.2% | +199.6% |
| 5Y | +911.0% | +155.4% | +755.6% | +571.5% |
| All | +3,667.9% | +131.8% | +3,536.1% | +2,011.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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