+10,012.8%
STRL vs WEC
+3,936.5%
+6,076.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.5% | +4.1% |
| 7D | -26.9% | -0.2% | -26.7% | -27.1% |
| 30D | -52.7% | +12.3% | -65.0% | -54.5% |
| 3M | -52.8% | +8.3% | -61.1% | -54.2% |
| 6M | -71.5% | +3.5% | -74.9% | -72.0% |
| YTD | -17.4% | +12.7% | -30.2% | -21.3% |
| 1Y | -35.0% | +8.2% | -43.1% | -37.2% |
| 3Y | +239.2% | +55.9% | +183.3% | +187.5% |
| 5Y | +830.2% | +51.2% | +778.9% | +686.9% |
| 10Y | +3,574.7% | +177.6% | +3,397.1% | +2,400.1% |
| All | +10,012.8% | +3,936.5% | +6,076.3% | +4,097.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling