+19,359.6%
STRL vs SONY
+741.7%
+18,617.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.6% | +7.4% | +6.1% |
| 7D | +3.4% | -1.2% | +4.6% | +3.6% |
| 30D | -9.2% | +9.4% | -18.7% | -11.2% |
| 3M | -51.0% | +10.5% | -61.5% | -52.5% |
| 6M | +15.8% | +11.7% | +4.1% | +12.2% |
| YTD | +58.9% | -4.1% | +62.9% | +59.1% |
| 1Y | +68.5% | -11.8% | +80.3% | +72.2% |
| 3Y | +485.2% | +45.9% | +439.3% | +432.6% |
| 5Y | +2,005.1% | +16.3% | +1,988.8% | +1,891.6% |
| 10Y | +7,118.0% | +297.6% | +6,820.3% | +5,269.2% |
| All | +19,359.6% | +741.7% | +18,617.9% | +13,328.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 all: compounded portfolio wealth divided by compounded SONY 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…
all analysis · Full analysis span regression · 6 months rolling