+11,595.6%
STRL vs SU
+194,203.2%
-182,607.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.1% |
| 7D | +15.7% | +1.7% | +13.9% | +15.6% |
| 30D | -35.5% | -7.9% | -27.6% | -35.5% |
| 3M | -47.1% | +7.5% | -54.7% | -47.1% |
| 6M | -65.8% | +7.2% | -73.0% | -65.8% |
| YTD | -4.5% | +60.9% | -65.4% | -4.6% |
| 1Y | -10.5% | +63.6% | -74.1% | -10.5% |
| 3Y | +340.6% | +128.9% | +211.7% | +340.2% |
| 5Y | +911.0% | +228.3% | +682.8% | +909.6% |
| 10Y | +3,727.1% | +240.6% | +3,486.5% | +3,721.2% |
| All | +11,595.6% | +194,203.2% | -182,607.6% | +11,542.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling