+942.9%
STRL vs BUD
+50.1%
+892.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.5% | -0.7% |
| 7D | +23.4% | -1.6% | +25.0% | +24.0% |
| 30D | -39.5% | +6.7% | -46.2% | -41.5% |
| 3M | -45.1% | +5.9% | -50.9% | -46.9% |
| 6M | -64.6% | +5.1% | -69.6% | -66.1% |
| YTD | -1.5% | +32.9% | -34.4% | -12.1% |
| 1Y | -20.8% | +31.8% | -52.6% | -29.3% |
| 3Y | +353.1% | +47.4% | +305.8% | +281.5% |
| 5Y | +942.9% | +50.8% | +892.1% | +715.7% |
| All | +942.9% | +50.1% | +892.7% | +715.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling