+68.5%
STRL vs BUD
+36.8%
+31.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.6% | +5.6% |
| 7D | +3.4% | +0.3% | +3.1% | +3.2% |
| 30D | -9.2% | -5.7% | -3.6% | -4.7% |
| 3M | -51.0% | +3.1% | -54.2% | -54.6% |
| 6M | +15.8% | +7.9% | +7.9% | -3.2% |
| YTD | +58.9% | +27.3% | +31.5% | +41.3% |
| 1Y | +68.5% | +37.8% | +30.7% | +53.8% |
| All | +68.5% | +36.8% | +31.7% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling