+19,359.6%
STRL vs NI
+4,124.3%
+15,235.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.6% | +6.4% | +6.0% |
| 7D | +3.4% | +2.0% | +1.4% | +2.6% |
| 30D | -9.2% | -3.5% | -5.7% | -8.0% |
| 3M | -51.0% | -9.1% | -41.9% | -49.4% |
| 6M | +15.8% | -11.8% | +27.6% | +21.0% |
| YTD | +58.9% | +1.1% | +57.8% | +57.7% |
| 1Y | +68.5% | +6.7% | +61.8% | +64.0% |
| 3Y | +485.2% | +71.1% | +414.1% | +377.0% |
| 5Y | +2,005.1% | +94.3% | +1,910.8% | +1,522.4% |
| 10Y | +7,118.0% | +135.8% | +6,982.2% | +5,014.1% |
| All | +19,359.6% | +4,124.3% | +15,235.3% | +6,442.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling