+64,765.3%
STRL vs WTW
+1,174.9%
+63,590.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.1% | +7.9% | +6.5% |
| 7D | +3.4% | -2.6% | +6.0% | +4.3% |
| 30D | -9.2% | -1.0% | -8.3% | -9.2% |
| 3M | -51.0% | +29.9% | -81.0% | -56.0% |
| 6M | +15.8% | +10.7% | +5.1% | +8.6% |
| YTD | +58.9% | +2.6% | +56.3% | +51.8% |
| 1Y | +68.5% | +2.8% | +65.8% | +60.4% |
| 3Y | +485.2% | +67.3% | +417.9% | +350.9% |
| 5Y | +2,005.1% | +56.6% | +1,948.5% | +1,544.1% |
| 10Y | +7,118.0% | +204.1% | +6,913.9% | +4,245.9% |
| All | +64,765.3% | +1,174.9% | +63,590.4% | +32,212.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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