+7,301.3%
STRL vs WCN
+235.4%
+7,065.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.0% |
| 7D | +8.2% | -1.7% | +9.9% | +8.8% |
| 30D | -6.3% | -3.0% | -3.3% | -5.4% |
| 3M | -41.2% | +2.5% | -43.7% | -42.6% |
| 6M | +20.4% | -5.7% | +26.1% | +20.8% |
| YTD | +61.7% | -7.4% | +69.1% | +63.0% |
| 1Y | +72.7% | -8.6% | +81.3% | +74.2% |
| 3Y | +530.9% | +19.4% | +511.5% | +438.1% |
| 5Y | +2,125.4% | +27.2% | +2,098.2% | +1,685.4% |
| 10Y | +7,301.3% | +238.5% | +7,062.8% | +3,953.9% |
| All | +7,301.3% | +235.4% | +7,065.9% | +3,953.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling