+3,877.1%
STRL vs URI
+1,246.1%
+2,631.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.2% | +0.8% | +2.5% |
| 7D | +7.1% | +2.6% | +4.5% | +6.3% |
| 30D | -39.4% | +9.1% | -48.4% | -41.6% |
| 3M | -43.0% | +1.0% | -43.9% | -42.6% |
| 6M | -65.0% | +23.3% | -88.3% | -68.3% |
| YTD | -0.8% | +43.3% | -44.1% | -19.6% |
| 1Y | -20.3% | +35.9% | -56.2% | -33.2% |
| 3Y | +356.5% | +158.6% | +197.9% | +170.4% |
| 5Y | +952.8% | +213.1% | +739.7% | +444.4% |
| 10Y | +3,877.1% | +1,213.1% | +2,664.0% | +1,031.4% |
| All | +3,877.1% | +1,246.1% | +2,631.0% | +1,031.4% |
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