+19,359.6%
STRL vs SYY
+3,280.7%
+16,078.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.3% | +7.0% | +6.1% |
| 7D | +3.4% | -2.3% | +5.7% | +4.1% |
| 30D | -9.2% | -4.9% | -4.3% | -8.0% |
| 3M | -51.0% | +8.4% | -59.4% | -52.5% |
| 6M | +15.8% | -7.4% | +23.1% | +17.6% |
| YTD | +58.9% | +11.0% | +47.9% | +52.9% |
| 1Y | +68.5% | -0.2% | +68.8% | +66.8% |
| 3Y | +485.2% | +23.8% | +461.4% | +433.4% |
| 5Y | +2,005.1% | +18.1% | +1,987.0% | +1,837.7% |
| 10Y | +7,118.0% | +94.6% | +7,023.4% | +5,549.8% |
| All | +19,359.6% | +3,280.7% | +16,078.9% | +10,486.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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