+11,964.0%
STRL vs SONY
+813.6%
+11,150.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.4% | -0.9% |
| 7D | +23.4% | -3.2% | +26.6% | +24.3% |
| 30D | -39.5% | +9.6% | -49.1% | -41.1% |
| 3M | -45.1% | +13.3% | -58.3% | -47.0% |
| 6M | -64.6% | +20.3% | -84.9% | -66.6% |
| YTD | -1.5% | +4.1% | -5.7% | -3.9% |
| 1Y | -20.8% | -11.9% | -8.9% | -19.6% |
| 3Y | +353.1% | +56.6% | +296.5% | +303.1% |
| 5Y | +942.9% | +10.9% | +931.9% | +887.7% |
| 10Y | +3,847.6% | +366.6% | +3,481.0% | +2,726.6% |
| All | +11,964.0% | +813.6% | +11,150.4% | +8,017.3% |
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