+2,498.8%
STRL vs UUUU
-92.0%
+2,590.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.8% | +4.9% | +5.7% |
| 7D | +3.4% | -1.4% | +4.8% | +3.5% |
| 30D | -9.2% | +16.3% | -25.6% | -10.7% |
| 3M | -51.0% | -16.7% | -34.3% | -50.2% |
| 6M | +15.8% | -33.7% | +49.4% | +19.9% |
| YTD | +58.9% | -0.5% | +59.3% | +57.8% |
| 1Y | +68.5% | +28.9% | +39.7% | +62.1% |
| 3Y | +485.2% | +99.9% | +385.4% | +431.8% |
| 5Y | +2,005.1% | +135.3% | +1,869.8% | +1,748.1% |
| 10Y | +7,118.0% | +518.4% | +6,599.6% | +5,524.8% |
| All | +2,498.8% | -92.0% | +2,590.8% | +2,112.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling