+7,161.0%
STRL vs URI
+1,179.9%
+5,981.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.6% | +4.1% | +4.9% |
| 7D | +3.4% | -2.0% | +5.4% | +4.6% |
| 30D | -9.2% | -12.9% | +3.7% | -1.8% |
| 3M | -51.0% | -6.7% | -44.3% | -48.9% |
| 6M | +15.8% | +19.0% | -3.2% | +4.9% |
| YTD | +58.9% | +25.5% | +33.3% | +37.4% |
| 1Y | +68.5% | +5.5% | +63.0% | +60.5% |
| 3Y | +485.2% | +111.3% | +373.9% | +284.4% |
| 5Y | +2,005.1% | +198.6% | +1,806.6% | +1,015.5% |
| All | +7,161.0% | +1,179.9% | +5,981.1% | +1,813.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling