+61.6%
STRL vs UUUU
+3.5%
+58.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -5.0% | +10.4% | +6.8% |
| 7D | +5.0% | -10.5% | +15.6% | +8.3% |
| 30D | -6.9% | -10.5% | +3.6% | -4.2% |
| 3M | -39.1% | -14.1% | -24.9% | -37.2% |
| 6M | +21.5% | -35.5% | +57.0% | +31.8% |
| YTD | +66.9% | -10.9% | +77.8% | +68.7% |
| 1Y | +61.6% | +3.4% | +58.3% | +52.4% |
| All | +61.6% | +3.5% | +58.1% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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