+6,906.6%
STRL vs NUE
+589.1%
+6,317.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.1% | -1.6% |
| 7D | +5.4% | -2.7% | +8.1% | +6.9% |
| 30D | -9.0% | -6.1% | -2.9% | -5.9% |
| 3M | -37.1% | +2.2% | -39.3% | -38.9% |
| 6M | +17.8% | +50.8% | -33.0% | -6.6% |
| YTD | +58.3% | +57.5% | +0.8% | +22.2% |
| 1Y | +61.0% | +82.5% | -21.5% | +14.4% |
| 3Y | +517.8% | +61.7% | +456.1% | +354.1% |
| 5Y | +2,119.0% | +145.1% | +1,973.9% | +1,081.3% |
| All | +6,906.6% | +589.1% | +6,317.5% | +1,712.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 10y: compounded portfolio wealth divided by compounded NUE 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…
10y analysis · Full analysis span regression · 6 months rolling