+3,877.5%
STRL vs WPM
+556.6%
+3,320.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.1% | +4.7% | +0.8% |
| 7D | -19.8% | +16.4% | -36.2% | -23.1% |
| 30D | -43.6% | -1.5% | -42.1% | -43.6% |
| 3M | -45.2% | +2.6% | -47.8% | -45.9% |
| 6M | -65.7% | -1.3% | -64.4% | -65.9% |
| YTD | -5.4% | +16.8% | -22.2% | -8.8% |
| 1Y | -24.7% | +34.1% | -58.8% | -28.9% |
| 3Y | +335.0% | +225.1% | +109.9% | +258.9% |
| 5Y | +915.3% | +234.5% | +680.8% | +721.9% |
| 10Y | +3,877.5% | +674.1% | +3,203.4% | +3,021.9% |
| All | +3,877.5% | +556.6% | +3,320.8% | +3,021.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling