+61.0%
STRL vs SU
+71.3%
-10.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -1.9% | -2.1% |
| 7D | +5.4% | +1.7% | +3.7% | +5.2% |
| 30D | -9.0% | +9.6% | -18.6% | -9.9% |
| 3M | -37.1% | +11.7% | -48.8% | -36.9% |
| 6M | +17.8% | +21.9% | -4.1% | +11.6% |
| YTD | +58.3% | +58.6% | -0.3% | +39.5% |
| 1Y | +61.0% | +66.5% | -5.5% | +37.0% |
| All | +61.0% | +71.3% | -10.3% | +37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling