-25.9%
STRL vs WPM
+38.8%
-64.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.5% | +12.0% | -33.4% | -27.1% |
| 7D | -27.1% | +3.9% | -31.0% | -29.2% |
| 30D | -45.8% | -3.5% | -42.3% | -44.9% |
| 3M | -47.6% | +14.1% | -61.7% | -53.1% |
| 6M | -46.4% | +6.2% | -52.7% | -49.7% |
| YTD | -7.4% | +12.4% | -19.8% | -20.4% |
| 1Y | -25.9% | +40.0% | -65.8% | -49.7% |
| All | -25.9% | +38.8% | -64.7% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling