+75.2%
STRL vs WPM
+46.9%
+28.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | +10.1% | +7.0% | +3.1% | +6.1% |
| 30D | -8.2% | +15.7% | -23.9% | -16.1% |
| 3M | -43.7% | +35.2% | -78.9% | -53.5% |
| 6M | +27.1% | +6.1% | +21.0% | +17.9% |
| YTD | +64.0% | +32.6% | +31.4% | +38.4% |
| 1Y | +75.2% | +46.9% | +28.3% | +40.7% |
| All | +75.2% | +46.9% | +28.3% | +40.7% |
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