+16,109.1%
STRL vs SUI
+4,142.3%
+11,966.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.5% | +5.2% | -26.6% | -23.4% |
| 7D | -27.1% | +10.0% | -37.1% | -30.2% |
| 30D | -45.8% | +8.4% | -54.2% | -48.1% |
| 3M | -47.6% | +0.7% | -48.3% | -48.6% |
| 6M | -46.4% | -0.9% | -45.5% | -47.8% |
| YTD | -7.4% | +0.6% | -8.0% | -10.5% |
| 1Y | -25.9% | +0.8% | -26.6% | -28.4% |
| 3Y | +273.4% | +15.5% | +258.0% | +231.5% |
| 5Y | +944.4% | -25.9% | +970.3% | +992.3% |
| 10Y | +4,023.0% | +119.5% | +3,903.4% | +2,569.3% |
| All | +16,109.1% | +4,142.3% | +11,966.8% | +3,979.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling