+7,301.3%
STRL vs VALE
+493.0%
+6,808.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | +8.2% | -1.8% | +10.0% | +8.9% |
| 30D | -6.3% | +6.7% | -13.0% | -8.5% |
| 3M | -41.2% | +4.9% | -46.1% | -42.1% |
| 6M | +20.4% | +3.6% | +16.8% | +19.5% |
| YTD | +61.7% | +21.9% | +39.8% | +52.5% |
| 1Y | +72.7% | +61.6% | +11.2% | +49.3% |
| 3Y | +530.9% | +52.1% | +478.8% | +446.4% |
| 5Y | +2,125.4% | +43.2% | +2,082.2% | +1,774.6% |
| 10Y | +7,301.3% | +521.5% | +6,779.8% | +4,231.4% |
| All | +7,301.3% | +493.0% | +6,808.4% | +4,231.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VALE 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling