+3,877.1%
STRL vs NDAQ
+475.0%
+3,402.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +5.1% |
| 7D | +7.1% | 0.0% | +7.1% | +7.4% |
| 30D | -39.4% | +16.3% | -55.7% | -43.8% |
| 3M | -43.0% | +15.8% | -58.8% | -47.2% |
| 6M | -65.0% | +24.8% | -89.8% | -69.2% |
| YTD | -0.8% | +14.1% | -14.8% | -10.4% |
| 1Y | -20.3% | +26.5% | -46.8% | -32.2% |
| 3Y | +356.5% | +119.1% | +237.4% | +185.7% |
| 5Y | +952.8% | +70.9% | +881.9% | +641.9% |
| 10Y | +3,877.1% | +479.7% | +3,397.4% | +1,443.5% |
| All | +3,877.1% | +475.0% | +3,402.1% | +1,443.5% |
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