+61.0%
STRL vs NI
+4.9%
+56.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.8% |
| 7D | +5.4% | -0.6% | +6.0% | +5.7% |
| 30D | -9.0% | -1.4% | -7.6% | -8.3% |
| 3M | -37.1% | -10.6% | -26.5% | -34.0% |
| 6M | +17.8% | -9.9% | +27.7% | +21.7% |
| YTD | +58.3% | +1.2% | +57.2% | +47.7% |
| 1Y | +61.0% | +4.4% | +56.6% | +51.8% |
| All | +61.0% | +4.9% | +56.2% | +51.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling