+38,885.3%
STRL vs WTW
+1,181.4%
+37,703.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.0% | -5.0% | -3.7% |
| 7D | +15.7% | +2.0% | +13.7% | +14.8% |
| 30D | -35.5% | +12.9% | -48.3% | -38.5% |
| 3M | -47.1% | +0.7% | -47.9% | -47.9% |
| 6M | -65.8% | +39.5% | -105.2% | -70.4% |
| YTD | -4.5% | +3.1% | -7.6% | -9.7% |
| 1Y | -10.5% | +4.8% | -15.2% | -15.9% |
| 3Y | +340.6% | +42.9% | +297.7% | +260.0% |
| 5Y | +911.0% | +55.3% | +855.8% | +687.5% |
| 10Y | +3,727.1% | +217.2% | +3,509.9% | +2,153.9% |
| All | +38,885.3% | +1,181.4% | +37,703.9% | +19,109.8% |
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