+3,877.1%
STRL vs BUD
-4.5%
+3,881.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.3% | +7.2% | +6.0% |
| 7D | +7.1% | +0.5% | +6.6% | +6.7% |
| 30D | -39.4% | +7.4% | -46.8% | -42.2% |
| 3M | -43.0% | +4.3% | -47.3% | -45.2% |
| 6M | -65.0% | +5.3% | -70.3% | -67.0% |
| YTD | -0.8% | +33.2% | -34.0% | -15.4% |
| 1Y | -20.3% | +31.8% | -52.1% | -31.9% |
| 3Y | +356.5% | +47.8% | +308.7% | +256.2% |
| 5Y | +952.8% | +50.2% | +902.7% | +690.8% |
| 10Y | +3,877.1% | -4.8% | +3,881.9% | +2,999.9% |
| All | +3,877.1% | -4.5% | +3,881.6% | +2,999.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling