+72.7%
STRL vs WY
-9.3%
+82.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | +8.2% | -1.7% | +9.9% | +8.2% |
| 30D | -6.3% | -9.9% | +3.5% | -6.0% |
| 3M | -41.2% | -7.5% | -33.7% | -40.8% |
| 6M | +20.4% | -5.1% | +25.5% | +19.1% |
| YTD | +61.7% | -2.1% | +63.8% | +62.8% |
| 1Y | +72.7% | -7.3% | +80.1% | +86.2% |
| All | +72.7% | -9.3% | +82.0% | +86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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