+2,125.4%
STRL vs UUUU
+132.1%
+1,993.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +8.2% | +1.8% | +6.4% | +7.7% |
| 30D | -6.3% | +1.8% | -8.1% | -7.0% |
| 3M | -41.2% | +1.3% | -42.4% | -41.6% |
| 6M | +20.4% | -26.8% | +47.1% | +27.8% |
| YTD | +61.7% | +0.1% | +61.6% | +56.9% |
| 1Y | +72.7% | +11.2% | +61.5% | +57.8% |
| 3Y | +530.9% | +97.7% | +433.2% | +365.5% |
| 5Y | +2,125.4% | +127.3% | +1,998.0% | +1,436.6% |
| All | +2,125.4% | +132.1% | +1,993.3% | +1,436.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling