+7,301.3%
STRL vs BTI
+68.1%
+7,233.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.9% |
| 7D | +8.2% | -2.4% | +10.6% | +9.1% |
| 30D | -6.3% | -4.8% | -1.5% | -5.0% |
| 3M | -41.2% | -8.1% | -33.1% | -40.3% |
| 6M | +20.4% | -4.2% | +24.6% | +19.8% |
| YTD | +61.7% | -1.3% | +63.0% | +59.3% |
| 1Y | +72.7% | +2.1% | +70.6% | +68.1% |
| 3Y | +530.9% | +108.9% | +422.0% | +360.2% |
| 5Y | +2,125.4% | +114.5% | +2,010.9% | +1,490.5% |
| 10Y | +7,301.3% | +72.2% | +7,229.1% | +5,019.2% |
| All | +7,301.3% | +68.1% | +7,233.2% | +5,019.2% |
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