+504.0%
STRL vs NDAQ
+94.9%
+409.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.9% | +7.6% | +6.2% |
| 7D | +3.4% | -2.4% | +5.8% | +4.0% |
| 30D | -9.2% | +2.5% | -11.7% | -9.9% |
| 3M | -51.0% | +9.9% | -61.0% | -52.5% |
| 6M | +15.8% | +9.4% | +6.3% | +11.2% |
| YTD | +58.9% | +0.4% | +58.4% | +59.3% |
| 1Y | +68.5% | +4.0% | +64.5% | +64.2% |
| All | +504.0% | +94.9% | +409.1% | +342.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling