+1,513.9%
STRL vs BUD
+219.3%
+1,294.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | +1.8% | -15.7% | -14.8% |
| 7D | -34.6% | +7.1% | -41.8% | -37.4% |
| 30D | -56.7% | +12.7% | -69.3% | -59.8% |
| 3M | -54.4% | 0.0% | -54.4% | -55.3% |
| 6M | -69.7% | +7.6% | -77.3% | -71.7% |
| YTD | -20.2% | +35.0% | -55.2% | -32.7% |
| 1Y | -40.6% | +37.6% | -78.1% | -50.5% |
| 3Y | +221.7% | +51.5% | +170.1% | +146.0% |
| 5Y | +799.0% | +50.2% | +748.7% | +572.2% |
| 10Y | +3,451.5% | -7.2% | +3,458.7% | +3,000.8% |
| All | +1,513.9% | +219.3% | +1,294.6% | +518.9% |
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 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