+3,815.6%
STRL vs IBN
+388.7%
+3,426.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.3% | +5.1% |
| 7D | +7.1% | +11.1% | -4.0% | +3.1% |
| 30D | -39.4% | +23.9% | -63.2% | -44.2% |
| 3M | -43.0% | +16.3% | -59.3% | -46.4% |
| 6M | -65.0% | +34.2% | -99.2% | -68.8% |
| YTD | -0.8% | +17.6% | -18.3% | -7.3% |
| 1Y | -20.3% | +13.8% | -34.1% | -24.7% |
| 3Y | +356.5% | +57.0% | +299.5% | +277.1% |
| 5Y | +952.8% | +75.3% | +877.5% | +731.2% |
| All | +3,815.6% | +388.7% | +3,426.9% | +2,299.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling