+2,125.4%
STRL vs SU
+360.6%
+1,764.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.9% |
| 7D | +8.2% | +1.6% | +6.6% | +7.7% |
| 30D | -6.3% | +10.7% | -17.0% | -9.3% |
| 3M | -41.2% | +13.5% | -54.7% | -43.6% |
| 6M | +20.4% | +21.8% | -1.5% | +11.7% |
| YTD | +61.7% | +58.8% | +2.8% | +37.3% |
| 1Y | +72.7% | +72.0% | +0.7% | +42.5% |
| 3Y | +530.9% | +121.7% | +409.2% | +373.3% |
| 5Y | +2,125.4% | +350.4% | +1,775.0% | +1,068.4% |
| All | +2,125.4% | +360.6% | +1,764.8% | +1,068.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling