+3,988.2%
STRL vs URI
+1,313.6%
+2,674.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +6.9% | +8.1% | +11.0% |
| 7D | -13.3% | -4.0% | -9.3% | -10.2% |
| 30D | -43.3% | +6.8% | -50.1% | -44.8% |
| 3M | -46.9% | -2.8% | -44.1% | -45.3% |
| 6M | -65.6% | +20.9% | -86.5% | -68.5% |
| YTD | -5.1% | +40.2% | -45.3% | -22.2% |
| 1Y | -23.1% | +34.1% | -57.2% | -35.0% |
| 3Y | +346.8% | +164.1% | +182.7% | +161.8% |
| 5Y | +907.2% | +199.3% | +707.8% | +433.1% |
| 10Y | +3,988.2% | +1,218.8% | +2,769.4% | +1,071.0% |
| All | +3,988.2% | +1,313.6% | +2,674.5% | +1,071.0% |
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