+3,667.9%
STRL vs SIRI
-7.4%
+3,675.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.1% |
| 7D | +15.7% | -1.7% | +17.3% | +16.1% |
| 30D | -35.5% | +21.1% | -56.6% | -38.7% |
| 3M | -47.1% | +14.7% | -61.9% | -49.2% |
| 6M | -65.8% | +22.9% | -88.7% | -68.0% |
| YTD | -4.5% | +65.7% | -70.3% | -18.1% |
| 1Y | -10.5% | +53.5% | -63.9% | -21.6% |
| 3Y | +340.6% | -23.0% | +363.6% | +342.7% |
| 5Y | +911.0% | -41.5% | +952.5% | +948.8% |
| All | +3,667.9% | -7.4% | +3,675.4% | +3,206.1% |
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