+57,294.3%
STRL vs IBB
+546.5%
+56,747.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.2% | +5.4% | +4.3% |
| 7D | +10.1% | -1.7% | +11.8% | +10.9% |
| 30D | -8.2% | +4.9% | -13.1% | -10.7% |
| 3M | -43.7% | +24.2% | -67.9% | -50.0% |
| 6M | +27.1% | +23.8% | +3.3% | +13.7% |
| YTD | +64.0% | +23.0% | +41.0% | +47.3% |
| 1Y | +75.2% | +46.2% | +29.0% | +44.8% |
| 3Y | +539.9% | +64.8% | +475.1% | +397.3% |
| 5Y | +2,133.0% | +20.9% | +2,112.1% | +1,895.4% |
| 10Y | +7,178.3% | +121.6% | +7,056.7% | +4,756.7% |
| All | +57,294.3% | +546.5% | +56,747.8% | +20,157.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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