+19,359.6%
STRL vs SU
+187,006.0%
-167,646.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.7% | +6.5% | +5.8% |
| 7D | +3.4% | +3.6% | -0.2% | +3.4% |
| 30D | -9.2% | +7.9% | -17.1% | -9.3% |
| 3M | -51.0% | +3.5% | -54.5% | -51.0% |
| 6M | +15.8% | +19.0% | -3.2% | +15.7% |
| YTD | +58.9% | +55.0% | +3.9% | +58.8% |
| 1Y | +68.5% | +71.2% | -2.7% | +68.4% |
| 3Y | +485.2% | +117.4% | +367.8% | +484.7% |
| 5Y | +2,005.1% | +335.2% | +1,670.0% | +2,001.6% |
| 10Y | +7,118.0% | +248.7% | +6,869.2% | +7,106.9% |
| All | +19,359.6% | +187,006.0% | -167,646.4% | +19,272.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded SU 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling