+1,643.6%
STRL vs SPXU
-100.0%
+1,743.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.1% |
| 7D | -26.9% | +7.6% | -34.5% | -24.1% |
| 30D | -52.7% | +17.5% | -70.2% | -48.4% |
| 3M | -52.8% | +14.7% | -67.5% | -48.9% |
| 6M | -71.5% | -0.1% | -71.4% | -70.2% |
| YTD | -17.4% | -19.8% | +2.4% | -18.8% |
| 1Y | -35.0% | -23.7% | -11.2% | -36.6% |
| 3Y | +239.2% | -79.5% | +318.7% | +130.6% |
| 5Y | +830.2% | -81.9% | +912.1% | +620.1% |
| 10Y | +3,574.7% | -99.5% | +3,674.2% | +907.9% |
| All | +1,643.6% | -100.0% | +1,743.6% | +53.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling