+227.8%
STRL vs SUI
+16.8%
+211.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | +0.7% | -14.6% | -13.7% |
| 7D | -34.6% | +8.8% | -43.4% | -33.7% |
| 30D | -56.7% | +8.9% | -65.6% | -56.1% |
| 3M | -54.4% | +2.0% | -56.4% | -53.8% |
| 6M | -69.7% | -0.6% | -69.0% | -69.3% |
| YTD | -20.2% | +1.3% | -21.6% | -19.5% |
| 1Y | -40.6% | +1.3% | -41.8% | -40.0% |
| All | +227.8% | +16.8% | +211.0% | +196.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling