+548.6%
STRL vs NUE
+59.8%
+488.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.8% | +5.0% | +4.2% |
| 7D | +10.1% | +1.8% | +8.3% | +8.8% |
| 30D | -8.2% | -6.0% | -2.2% | -5.0% |
| 3M | -43.7% | +1.4% | -45.1% | -45.1% |
| 6M | +27.1% | +52.8% | -25.7% | -1.3% |
| YTD | +64.0% | +58.1% | +5.9% | +24.5% |
| 1Y | +75.2% | +80.4% | -5.3% | +23.3% |
| All | +548.6% | +59.8% | +488.8% | +351.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling