+3,667.9%
STRL vs SUI
+123.0%
+3,544.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.3% |
| 7D | +15.7% | -1.5% | +17.1% | +16.1% |
| 30D | -35.5% | +3.7% | -39.2% | -36.9% |
| 3M | -47.1% | -0.4% | -46.7% | -47.7% |
| 6M | -65.8% | -2.8% | -63.0% | -66.3% |
| YTD | -4.5% | -1.6% | -2.9% | -6.6% |
| 1Y | -10.5% | -2.1% | -8.4% | -12.3% |
| 3Y | +340.6% | +18.5% | +322.1% | +285.9% |
| 5Y | +911.0% | -26.5% | +937.6% | +981.5% |
| All | +3,667.9% | +123.0% | +3,544.9% | +2,891.3% |
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