+7,301.3%
STRL vs WPM
+523.6%
+6,777.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.6% |
| 7D | +8.2% | +3.9% | +4.3% | +7.3% |
| 30D | -6.3% | +17.7% | -24.0% | -9.8% |
| 3M | -41.2% | +39.4% | -80.6% | -45.5% |
| 6M | +20.4% | +6.4% | +13.9% | +17.7% |
| YTD | +61.7% | +34.0% | +27.7% | +52.3% |
| 1Y | +72.7% | +50.5% | +22.2% | +59.6% |
| 3Y | +530.9% | +280.3% | +250.6% | +413.3% |
| 5Y | +2,125.4% | +266.3% | +1,859.1% | +1,689.3% |
| 10Y | +7,301.3% | +550.8% | +6,750.5% | +5,750.3% |
| All | +7,301.3% | +523.6% | +6,777.7% | +5,750.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling