+68.5%
STRL vs WWD
+41.9%
+26.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.1% | +4.7% | +4.9% |
| 7D | +3.4% | +1.3% | +2.1% | +2.4% |
| 30D | -9.2% | -7.2% | -2.1% | -3.9% |
| 3M | -51.0% | -3.8% | -47.2% | -50.5% |
| 6M | +15.8% | -9.9% | +25.7% | +23.2% |
| YTD | +58.9% | +14.8% | +44.0% | +46.3% |
| 1Y | +68.5% | +42.1% | +26.4% | +38.4% |
| All | +68.5% | +41.9% | +26.6% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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