+3,988.2%
STRL vs NDAQ
+484.3%
+3,503.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +1.3% | +13.7% | +14.4% |
| 7D | -13.3% | -0.1% | -13.2% | -13.4% |
| 30D | -43.3% | +15.9% | -59.2% | -47.4% |
| 3M | -46.9% | +15.1% | -62.0% | -50.6% |
| 6M | -65.6% | +22.9% | -88.5% | -69.5% |
| YTD | -5.1% | +12.8% | -17.9% | -13.8% |
| 1Y | -23.1% | +26.0% | -49.1% | -34.4% |
| 3Y | +346.8% | +119.7% | +227.1% | +179.3% |
| 5Y | +907.2% | +65.4% | +841.8% | +622.7% |
| 10Y | +3,988.2% | +469.3% | +3,518.9% | +1,519.7% |
| All | +3,988.2% | +484.3% | +3,503.9% | +1,519.7% |
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