+539.9%
STRL vs SPXU
-80.6%
+620.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +4.5% |
| 7D | +10.1% | -1.5% | +11.6% | +8.8% |
| 30D | -8.2% | +3.7% | -11.9% | -5.5% |
| 3M | -43.7% | -9.6% | -34.1% | -46.5% |
| 6M | +27.1% | -32.4% | +59.5% | +3.9% |
| YTD | +64.0% | -28.7% | +92.7% | +40.6% |
| 1Y | +75.2% | -38.2% | +113.4% | +42.3% |
| 3Y | +539.9% | -80.4% | +620.3% | +260.9% |
| All | +539.9% | -80.6% | +620.5% | +260.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling