+539.9%
STRL vs NI
+71.0%
+468.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +2.0% | +2.6% |
| 7D | +10.1% | +2.3% | +7.8% | +8.7% |
| 30D | -8.2% | -1.7% | -6.5% | -7.3% |
| 3M | -43.7% | -8.0% | -35.7% | -41.4% |
| 6M | +27.1% | -8.6% | +35.7% | +32.2% |
| YTD | +64.0% | +2.3% | +61.7% | +59.6% |
| 1Y | +75.2% | +6.9% | +68.2% | +66.6% |
| 3Y | +539.9% | +70.6% | +469.4% | +395.8% |
| All | +539.9% | +71.0% | +468.9% | +395.8% |
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