-35.0%
STRL vs SUI
-0.1%
-34.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +4.9% | +1.9% |
| 7D | -26.9% | +6.2% | -33.1% | -21.1% |
| 30D | -52.7% | +8.6% | -61.3% | -47.7% |
| 3M | -52.8% | +1.0% | -53.8% | -50.2% |
| 6M | -71.5% | -2.6% | -68.9% | -69.8% |
| YTD | -17.4% | -0.1% | -17.3% | -12.3% |
| 1Y | -35.0% | +0.5% | -35.4% | -32.1% |
| All | -35.0% | -0.1% | -34.8% | -32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling