+19,359.6%
STRL vs WEC
+3,590.5%
+15,769.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.7% | +6.5% | +6.0% |
| 7D | +3.4% | -0.3% | +3.7% | +3.5% |
| 30D | -9.2% | -1.3% | -8.0% | -8.9% |
| 3M | -51.0% | -3.9% | -47.1% | -50.7% |
| 6M | +15.8% | -8.3% | +24.1% | +18.0% |
| YTD | +58.9% | +3.1% | +55.8% | +56.3% |
| 1Y | +68.5% | +1.9% | +66.6% | +66.2% |
| 3Y | +485.2% | +41.9% | +443.3% | +412.0% |
| 5Y | +2,005.1% | +30.8% | +1,974.3% | +1,768.4% |
| 10Y | +7,118.0% | +141.9% | +6,976.0% | +5,044.9% |
| All | +19,359.6% | +3,590.5% | +15,769.1% | +8,233.4% |
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