+335.0%
STRL vs NI
+98.2%
+236.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.7% |
| 7D | -19.8% | +1.5% | -21.3% | -20.5% |
| 30D | -43.6% | +11.9% | -55.4% | -47.2% |
| 3M | -45.2% | +9.1% | -54.3% | -48.0% |
| 6M | -65.7% | -1.8% | -64.0% | -65.8% |
| YTD | -5.4% | +11.4% | -16.8% | -12.9% |
| 1Y | -24.7% | +6.4% | -31.1% | -28.4% |
| 3Y | +335.0% | +98.2% | +236.8% | +205.8% |
| All | +335.0% | +98.2% | +236.8% | +205.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling