+6,906.6%
STRL vs SIRI
-11.0%
+6,917.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.4% |
| 7D | +5.4% | -3.0% | +8.4% | +6.1% |
| 30D | -9.0% | +1.3% | -10.3% | -9.3% |
| 3M | -37.1% | +5.6% | -42.7% | -38.5% |
| 6M | +17.8% | +35.2% | -17.3% | +7.8% |
| YTD | +58.3% | +49.1% | +9.3% | +40.3% |
| 1Y | +61.0% | +26.8% | +34.2% | +48.4% |
| 3Y | +517.8% | -23.7% | +541.5% | +513.4% |
| 5Y | +2,119.0% | -41.8% | +2,160.9% | +2,150.3% |
| All | +6,906.6% | -11.0% | +6,917.7% | +6,010.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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