+3,113.3%
STRL vs BUD
+201.1%
+2,912.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.6% | +5.7% |
| 7D | +3.4% | +0.3% | +3.1% | +3.2% |
| 30D | -9.2% | -5.7% | -3.6% | -6.8% |
| 3M | -51.0% | +3.1% | -54.2% | -52.5% |
| 6M | +15.8% | +7.9% | +7.9% | +11.1% |
| YTD | +58.9% | +27.3% | +31.5% | +40.4% |
| 1Y | +68.5% | +37.8% | +30.7% | +42.4% |
| 3Y | +485.2% | +49.8% | +435.4% | +356.2% |
| 5Y | +2,005.1% | +43.8% | +1,961.3% | +1,530.8% |
| 10Y | +7,118.0% | -22.6% | +7,140.6% | +6,955.2% |
| All | +3,113.3% | +201.1% | +2,912.2% | +1,190.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling