+3,667.8%
STRL vs SUI
+115.7%
+3,552.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +4.9% | +3.9% |
| 7D | -26.9% | +6.2% | -33.1% | -28.6% |
| 30D | -52.7% | +8.6% | -61.3% | -54.3% |
| 3M | -52.8% | +1.0% | -53.8% | -53.5% |
| 6M | -71.5% | -2.6% | -68.9% | -71.9% |
| YTD | -17.4% | -0.1% | -17.3% | -19.5% |
| 1Y | -35.0% | +0.5% | -35.4% | -36.8% |
| 3Y | +239.2% | +15.3% | +224.0% | +202.4% |
| 5Y | +830.2% | -26.1% | +856.3% | +894.3% |
| All | +3,667.8% | +115.7% | +3,552.1% | +3,202.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling