+28,517.1%
STRL vs NDAQ
+2,327.9%
+26,189.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.9% | +7.6% | +6.4% |
| 7D | +3.4% | -2.4% | +5.8% | +4.2% |
| 30D | -9.2% | +2.5% | -11.7% | -10.1% |
| 3M | -51.0% | +9.9% | -61.0% | -53.1% |
| 6M | +15.8% | +9.4% | +6.3% | +9.9% |
| YTD | +58.9% | +0.4% | +58.4% | +54.4% |
| 1Y | +68.5% | +4.0% | +64.5% | +61.6% |
| 3Y | +485.2% | +94.4% | +390.8% | +348.2% |
| 5Y | +2,005.1% | +56.7% | +1,948.4% | +1,626.5% |
| 10Y | +7,118.0% | +375.3% | +6,742.7% | +3,914.6% |
| All | +28,517.1% | +2,327.9% | +26,189.2% | +9,376.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling