+72.7%
STRL vs INDA
-7.9%
+80.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.3% |
| 7D | +8.2% | -2.6% | +10.8% | +11.9% |
| 30D | -6.3% | -2.9% | -3.4% | -2.8% |
| 3M | -41.2% | +2.4% | -43.6% | -43.6% |
| 6M | +20.4% | -2.6% | +23.0% | +21.5% |
| YTD | +61.7% | -10.0% | +71.6% | +73.2% |
| 1Y | +72.7% | -7.7% | +80.4% | +83.1% |
| All | +72.7% | -7.9% | +80.6% | +83.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling