+289.3%
INTC vs STRL
+76.3%
+213.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.8% | -1.2% | +2.1% |
| 7D | +7.1% | +3.4% | +3.7% | +5.6% |
| 30D | -5.2% | -9.2% | +4.0% | -1.4% |
| 3M | -14.3% | -51.0% | +36.7% | +12.4% |
| 6M | +110.2% | +15.8% | +94.4% | +90.5% |
| YTD | +159.6% | +58.9% | +100.8% | +105.6% |
| 1Y | +289.3% | +68.5% | +220.8% | +191.9% |
| All | +289.3% | +76.3% | +213.0% | +191.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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