+19,359.6%
STRL vs GD
+20,170.2%
-810.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.8% | +7.5% | +6.4% |
| 7D | +3.4% | -5.3% | +8.6% | +5.4% |
| 30D | -9.2% | -6.4% | -2.8% | -7.0% |
| 3M | -51.0% | +5.7% | -56.7% | -52.3% |
| 6M | +15.8% | -0.9% | +16.7% | +15.3% |
| YTD | +58.9% | +8.2% | +50.7% | +52.7% |
| 1Y | +68.5% | +13.4% | +55.1% | +59.6% |
| 3Y | +485.2% | +68.5% | +416.7% | +377.8% |
| 5Y | +2,005.1% | +97.2% | +1,908.0% | +1,520.4% |
| 10Y | +7,118.0% | +190.2% | +6,927.8% | +4,874.7% |
| All | +19,359.6% | +20,170.2% | -810.6% | +12,244.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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