+3,667.9%
STRL vs NDAQ
+471.8%
+3,196.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | +15.7% | +1.3% | +14.4% | +15.1% |
| 30D | -35.5% | +18.0% | -53.4% | -40.6% |
| 3M | -47.1% | +11.5% | -58.7% | -50.2% |
| 6M | -65.8% | +21.1% | -86.9% | -69.5% |
| YTD | -4.5% | +12.8% | -17.3% | -13.3% |
| 1Y | -10.5% | +25.7% | -36.2% | -23.8% |
| 3Y | +340.6% | +116.8% | +223.8% | +176.7% |
| 5Y | +911.0% | +67.3% | +843.8% | +619.7% |
| All | +3,667.9% | +471.8% | +3,196.1% | +1,339.0% |
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