+7,178.3%
STRL vs SGI
+261.3%
+6,916.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.7% | +3.4% |
| 7D | +10.1% | +9.3% | +0.8% | +6.6% |
| 30D | -8.2% | +6.9% | -15.1% | -10.6% |
| 3M | -43.7% | +2.8% | -46.5% | -44.8% |
| 6M | +27.1% | -12.6% | +39.7% | +32.6% |
| YTD | +64.0% | -21.5% | +85.5% | +76.9% |
| 1Y | +75.2% | -18.8% | +93.9% | +86.3% |
| 3Y | +539.9% | +60.8% | +479.1% | +441.0% |
| 5Y | +2,133.0% | +60.0% | +2,073.0% | +1,721.8% |
| 10Y | +7,178.3% | +267.8% | +6,910.4% | +4,169.2% |
| All | +7,178.3% | +261.3% | +6,916.9% | +4,169.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SGI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling