+2,022.6%
STRL vs WEC
+31.0%
+1,991.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.7% | +6.5% | +5.8% |
| 7D | +3.4% | -0.3% | +3.7% | +3.4% |
| 30D | -9.2% | -1.3% | -8.0% | -9.2% |
| 3M | -51.0% | -3.9% | -47.1% | -51.1% |
| 6M | +15.8% | -8.3% | +24.1% | +16.2% |
| YTD | +58.9% | +3.1% | +55.8% | +57.3% |
| 1Y | +68.5% | +1.9% | +66.6% | +67.0% |
| 3Y | +485.2% | +41.9% | +443.3% | +441.7% |
| All | +2,022.6% | +31.0% | +1,991.6% | +1,876.0% |
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