-10.5%
STRL vs BUD
+33.8%
-44.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.5% |
| 7D | +15.7% | +1.0% | +14.6% | +15.1% |
| 30D | -35.5% | +6.7% | -42.1% | -38.7% |
| 3M | -47.1% | +5.7% | -52.9% | -49.7% |
| 6M | -65.8% | +5.8% | -71.6% | -69.4% |
| YTD | -4.5% | +34.4% | -38.9% | -19.3% |
| 1Y | -10.5% | +33.3% | -43.7% | -24.8% |
| All | -10.5% | +33.8% | -44.2% | -24.8% |
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