+2,133.0%
STRL vs WU
-51.1%
+2,184.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.5% | +5.7% | +3.5% |
| 7D | +10.1% | -0.8% | +11.0% | +10.2% |
| 30D | -8.2% | -1.1% | -7.1% | -8.2% |
| 3M | -43.7% | -1.8% | -41.9% | -44.5% |
| 6M | +27.1% | -23.9% | +51.0% | +32.7% |
| YTD | +64.0% | -20.4% | +84.4% | +68.6% |
| 1Y | +75.2% | -10.6% | +85.7% | +73.2% |
| 3Y | +539.9% | -27.7% | +567.6% | +555.7% |
| 5Y | +2,133.0% | -51.1% | +2,184.1% | +2,635.5% |
| All | +2,133.0% | -51.1% | +2,184.1% | +2,635.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WU 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling