+10,012.8%
STRL vs BTI
+6,693.3%
+3,319.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.5% | +6.9% | +4.0% |
| 7D | -26.9% | -1.0% | -25.9% | -26.9% |
| 30D | -52.7% | +13.0% | -65.6% | -53.7% |
| 3M | -52.8% | +5.3% | -58.2% | -53.5% |
| 6M | -71.5% | +5.3% | -76.8% | -72.0% |
| YTD | -17.4% | +12.4% | -29.8% | -19.8% |
| 1Y | -35.0% | +18.9% | -53.9% | -37.4% |
| 3Y | +239.2% | +144.0% | +95.2% | +189.4% |
| 5Y | +830.2% | +156.3% | +673.9% | +687.1% |
| 10Y | +3,574.7% | +115.3% | +3,459.5% | +3,036.5% |
| All | +10,012.8% | +6,693.3% | +3,319.5% | +10,363.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling