+2,125.4%
STRL vs NTR
+55.5%
+2,069.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.5% | -1.4% |
| 7D | +8.2% | +0.5% | +7.7% | +8.1% |
| 30D | -6.3% | +21.7% | -28.0% | -10.3% |
| 3M | -41.2% | +22.8% | -64.0% | -44.1% |
| 6M | +20.4% | +8.2% | +12.1% | +17.4% |
| YTD | +61.7% | +32.9% | +28.8% | +49.7% |
| 1Y | +72.7% | +45.3% | +27.4% | +55.6% |
| 3Y | +530.9% | +41.7% | +489.3% | +462.2% |
| 5Y | +2,125.4% | +49.8% | +2,075.6% | +1,544.7% |
| All | +2,125.4% | +55.5% | +2,069.9% | +1,544.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 5y: compounded portfolio wealth divided by compounded NTR 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…
5y analysis · Full analysis span regression · 6 months rolling