-24.7%
STRL vs WY
-6.9%
-17.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -1.0% |
| 7D | -19.8% | +0.2% | -20.0% | -19.4% |
| 30D | -43.6% | +8.0% | -51.6% | -42.8% |
| 3M | -45.2% | -17.7% | -27.5% | -43.8% |
| 6M | -65.7% | -10.8% | -55.0% | -65.6% |
| YTD | -5.4% | -10.6% | +5.2% | -3.4% |
| 1Y | -24.7% | -5.7% | -19.0% | -21.8% |
| All | -24.7% | -6.9% | -17.8% | -21.8% |
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