+2,022.6%
STRL vs URI
+200.7%
+1,821.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.6% | +4.1% | +4.8% |
| 7D | +3.4% | -2.0% | +5.4% | +4.7% |
| 30D | -9.2% | -12.9% | +3.7% | -0.9% |
| 3M | -51.0% | -6.7% | -44.3% | -48.7% |
| 6M | +15.8% | +19.0% | -3.2% | +3.9% |
| YTD | +58.9% | +25.5% | +33.3% | +35.0% |
| 1Y | +68.5% | +5.5% | +63.0% | +59.9% |
| 3Y | +485.2% | +111.3% | +373.9% | +268.5% |
| All | +2,022.6% | +200.7% | +1,821.9% | +937.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling