+2,166.1%
STRL vs SIRI
-43.2%
+2,209.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.3% |
| 7D | +8.2% | -3.9% | +12.1% | +8.7% |
| 30D | -6.3% | -0.8% | -5.5% | -6.3% |
| 3M | -41.2% | +4.3% | -45.5% | -41.8% |
| 6M | +20.4% | +34.1% | -13.7% | +15.0% |
| YTD | +61.7% | +47.3% | +14.4% | +52.1% |
| 1Y | +72.7% | +22.9% | +49.8% | +66.3% |
| 3Y | +530.9% | -24.6% | +555.5% | +528.3% |
| All | +2,166.1% | -43.2% | +2,209.3% | +2,211.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling