-25.9%
STRL vs WEC
+9.7%
-35.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.5% | +2.3% | -23.8% | -19.8% |
| 7D | -27.1% | +6.9% | -33.9% | -23.9% |
| 30D | -45.8% | +16.6% | -62.4% | -41.9% |
| 3M | -47.6% | +9.1% | -56.7% | -45.2% |
| 6M | -46.4% | +3.2% | -49.6% | -44.8% |
| YTD | -7.4% | +14.9% | -22.3% | -9.3% |
| 1Y | -25.9% | +9.2% | -35.0% | -24.2% |
| All | -25.9% | +9.7% | -35.5% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling