+3,877.5%
STRL vs INDA
+104.9%
+3,772.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.8% |
| 7D | -19.8% | +6.2% | -26.0% | -23.5% |
| 30D | -43.6% | +12.4% | -55.9% | -48.4% |
| 3M | -45.2% | +3.2% | -48.4% | -46.7% |
| 6M | -65.7% | +3.8% | -69.5% | -66.8% |
| YTD | -5.4% | -4.3% | -1.1% | -2.7% |
| 1Y | -24.7% | -4.5% | -20.2% | -22.3% |
| 3Y | +335.0% | +17.1% | +317.9% | +292.1% |
| 5Y | +915.3% | +11.0% | +904.2% | +844.5% |
| 10Y | +3,877.5% | +107.5% | +3,770.0% | +2,682.0% |
| All | +3,877.5% | +104.9% | +3,772.5% | +2,682.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling