+7,178.3%
STRL vs RUN
+46.3%
+7,131.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.7% | -0.5% | +2.7% |
| 7D | +10.1% | +10.2% | 0.0% | +8.4% |
| 30D | -8.2% | -9.6% | +1.4% | -6.8% |
| 3M | -43.7% | -31.5% | -12.2% | -40.5% |
| 6M | +27.1% | -18.7% | +45.8% | +31.3% |
| YTD | +64.0% | -49.9% | +113.9% | +77.4% |
| 1Y | +75.2% | -45.5% | +120.7% | +86.8% |
| 3Y | +539.9% | -34.1% | +574.0% | +455.9% |
| 5Y | +2,133.0% | -79.4% | +2,212.4% | +2,086.8% |
| 10Y | +7,178.3% | +48.9% | +7,129.3% | +4,106.5% |
| All | +7,178.3% | +46.3% | +7,131.9% | +4,106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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