-25.9%
STRL vs URI
+33.3%
-59.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.5% | -4.4% | -17.1% | -18.8% |
| 7D | -27.1% | -4.3% | -22.7% | -24.5% |
| 30D | -45.8% | +4.6% | -50.4% | -46.8% |
| 3M | -47.6% | -2.1% | -45.5% | -46.6% |
| 6M | -46.4% | +21.9% | -68.4% | -50.1% |
| YTD | -7.4% | +39.7% | -47.1% | -27.2% |
| 1Y | -25.9% | +32.9% | -58.7% | -37.6% |
| All | -25.9% | +33.3% | -59.1% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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