+952.8%
STRL vs UUUU
-34.9%
+987.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.8% | +2.1% | +4.2% |
| 7D | +7.1% | -3.5% | +10.6% | +8.5% |
| 30D | -39.4% | -28.3% | -11.1% | -33.5% |
| 3M | -43.0% | -53.1% | +10.1% | -30.6% |
| 6M | -65.0% | -68.6% | +3.6% | -53.4% |
| YTD | -0.8% | -52.3% | +51.6% | +16.9% |
| 1Y | -20.3% | -55.8% | +35.5% | -4.7% |
| 3Y | +356.5% | -12.3% | +368.8% | +312.1% |
| 5Y | +952.8% | -36.9% | +989.7% | +818.1% |
| All | +952.8% | -34.9% | +987.7% | +818.1% |
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