+6,218.1%
STRL vs WPM
+5,967.5%
+250.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.1% | +6.8% | +5.9% |
| 7D | +3.4% | +1.1% | +2.3% | +3.1% |
| 30D | -9.2% | +26.4% | -35.6% | -13.4% |
| 3M | -51.0% | +20.8% | -71.9% | -52.8% |
| 6M | +15.8% | +1.1% | +14.7% | +15.3% |
| YTD | +58.9% | +32.5% | +26.4% | +50.7% |
| 1Y | +68.5% | +51.5% | +17.0% | +56.0% |
| 3Y | +485.2% | +267.0% | +218.2% | +364.1% |
| 5Y | +2,005.1% | +250.1% | +1,755.0% | +1,557.1% |
| 10Y | +7,118.0% | +540.4% | +6,577.6% | +4,789.7% |
| All | +6,218.1% | +5,967.5% | +250.5% | +1,798.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling