+354.5%
STRL vs NDAQ
+118.0%
+236.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | +23.4% | +1.7% | +21.7% | +23.1% |
| 30D | -39.5% | +16.2% | -55.7% | -41.4% |
| 3M | -45.1% | +14.0% | -59.0% | -46.7% |
| 6M | -64.6% | +22.3% | -86.8% | -66.5% |
| YTD | -1.5% | +13.0% | -14.5% | -3.6% |
| 1Y | -20.8% | +24.0% | -44.8% | -27.9% |
| All | +354.5% | +118.0% | +236.4% | +214.9% |
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