-20.8%
STRL vs URI
+34.6%
-55.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | 0.0% |
| 7D | +23.4% | +9.3% | +14.1% | +16.5% |
| 30D | -39.5% | +7.6% | -47.1% | -41.4% |
| 3M | -45.1% | +1.0% | -46.1% | -44.7% |
| 6M | -64.6% | +19.8% | -84.4% | -66.8% |
| YTD | -1.5% | +41.9% | -43.4% | -23.7% |
| 1Y | -20.8% | +33.4% | -54.2% | -33.3% |
| All | -20.8% | +34.6% | -55.3% | -33.3% |
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