+7,301.3%
STRL vs NI
+136.8%
+7,164.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | +8.2% | +1.3% | +6.9% | +7.5% |
| 30D | -6.3% | -0.3% | -6.0% | -6.1% |
| 3M | -41.2% | -9.5% | -31.7% | -38.5% |
| 6M | +20.4% | -10.2% | +30.6% | +26.1% |
| YTD | +61.7% | +1.8% | +59.9% | +59.4% |
| 1Y | +72.7% | +5.7% | +67.0% | +67.4% |
| 3Y | +530.9% | +69.6% | +461.3% | +387.6% |
| 5Y | +2,125.4% | +95.8% | +2,029.6% | +1,479.9% |
| 10Y | +7,301.3% | +145.1% | +7,156.3% | +5,015.2% |
| All | +7,301.3% | +136.8% | +7,164.6% | +5,015.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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