-24.4%
STRL vs URI
+32.9%
-57.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +6.9% | +8.1% | +10.2% |
| 7D | -13.3% | -4.0% | -9.3% | -10.0% |
| 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% | -67.8% |
| YTD | -5.1% | +40.2% | -45.3% | -25.9% |
| All | -24.4% | +32.9% | -57.3% | -36.3% |
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