+937.9%
STRL vs WEC
+56.3%
+881.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.1% |
| 7D | +15.7% | +2.3% | +13.3% | +15.6% |
| 30D | -35.5% | +11.1% | -46.5% | -35.8% |
| 3M | -47.1% | +8.4% | -55.6% | -47.3% |
| 6M | -65.8% | +7.5% | -73.3% | -66.0% |
| YTD | -4.5% | +15.3% | -19.9% | -6.2% |
| 1Y | -10.5% | +9.7% | -20.2% | -11.4% |
| 3Y | +340.6% | +64.7% | +275.9% | +294.6% |
| All | +937.9% | +56.3% | +881.6% | +827.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling