+335.0%
STRL vs SUI
+17.8%
+317.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.5% |
| 7D | -19.8% | +3.4% | -23.2% | -19.1% |
| 30D | -43.6% | +4.6% | -48.2% | -43.0% |
| 3M | -45.2% | +1.6% | -46.8% | -44.7% |
| 6M | -65.7% | -3.5% | -62.3% | -65.4% |
| YTD | -5.4% | -1.0% | -4.4% | -4.8% |
| 1Y | -24.7% | -1.7% | -23.0% | -24.1% |
| 3Y | +335.0% | +18.4% | +316.7% | +329.2% |
| All | +335.0% | +17.8% | +317.3% | +329.2% |
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 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