+3,988.2%
STRL vs WEC
+178.6%
+3,809.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +1.1% | +13.9% | +14.7% |
| 7D | -13.3% | +0.2% | -13.6% | -13.5% |
| 30D | -43.3% | +12.9% | -56.3% | -45.1% |
| 3M | -46.9% | +9.8% | -56.7% | -48.2% |
| 6M | -65.6% | +6.7% | -72.3% | -66.4% |
| YTD | -5.1% | +14.0% | -19.0% | -9.0% |
| 1Y | -23.1% | +7.3% | -30.4% | -25.1% |
| 3Y | +346.8% | +63.8% | +283.1% | +277.3% |
| 5Y | +907.2% | +54.8% | +852.4% | +756.0% |
| 10Y | +3,988.2% | +185.7% | +3,802.5% | +2,962.6% |
| All | +3,988.2% | +178.6% | +3,809.6% | +2,962.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling