+3,877.1%
STRL vs WEC
+190.8%
+3,686.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.9% |
| 7D | +7.1% | -0.5% | +7.7% | +7.2% |
| 30D | -39.4% | +12.0% | -51.3% | -41.2% |
| 3M | -43.0% | +11.1% | -54.0% | -44.5% |
| 6M | -65.0% | +6.0% | -71.0% | -65.7% |
| YTD | -0.8% | +14.3% | -15.1% | -5.0% |
| 1Y | -20.3% | +8.0% | -28.3% | -22.5% |
| 3Y | +356.5% | +62.8% | +293.7% | +285.8% |
| 5Y | +952.8% | +55.3% | +897.5% | +793.2% |
| 10Y | +3,877.1% | +193.2% | +3,683.9% | +2,723.7% |
| All | +3,877.1% | +190.8% | +3,686.3% | +2,723.7% |
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