+19,359.6%
STRL vs WY
+609.6%
+18,750.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.8% | +4.9% | +5.5% |
| 7D | +3.4% | -1.7% | +5.1% | +4.0% |
| 30D | -9.2% | -10.1% | +0.9% | -5.9% |
| 3M | -51.0% | -5.1% | -45.9% | -50.6% |
| 6M | +15.8% | -4.8% | +20.5% | +16.8% |
| YTD | +58.9% | -0.2% | +59.1% | +57.3% |
| 1Y | +68.5% | -6.6% | +75.1% | +69.8% |
| 3Y | +485.2% | -22.7% | +508.0% | +521.9% |
| 5Y | +2,005.1% | -22.2% | +2,027.3% | +2,128.6% |
| 10Y | +7,118.0% | +7.3% | +7,110.7% | +6,552.4% |
| All | +19,359.6% | +609.6% | +18,750.0% | +14,665.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling