+7,178.3%
STRL vs NDAQ
+372.3%
+6,805.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.9% | +5.1% | +4.1% |
| 7D | +10.1% | -2.6% | +12.7% | +11.3% |
| 30D | -8.2% | +0.5% | -8.7% | -8.6% |
| 3M | -43.7% | +9.9% | -53.6% | -47.1% |
| 6M | +27.1% | +8.2% | +18.9% | +18.7% |
| YTD | +64.0% | -1.5% | +65.5% | +59.6% |
| 1Y | +75.2% | +1.3% | +73.8% | +67.3% |
| 3Y | +539.9% | +92.6% | +447.3% | +323.5% |
| 5Y | +2,133.0% | +53.8% | +2,079.2% | +1,544.9% |
| 10Y | +7,178.3% | +376.0% | +6,802.3% | +2,773.4% |
| All | +7,178.3% | +372.3% | +6,805.9% | +2,773.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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