+11,595.6%
STRL vs NUE
+10,899.4%
+696.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.5% | +0.4% | -1.8% |
| 7D | +15.7% | +2.8% | +12.9% | +14.6% |
| 30D | -35.5% | -2.1% | -33.4% | -34.6% |
| 3M | -47.1% | -7.3% | -39.8% | -45.5% |
| 6M | -65.8% | +8.9% | -74.6% | -67.0% |
| YTD | -4.5% | +55.6% | -60.1% | -18.9% |
| 1Y | -10.5% | +74.7% | -85.1% | -27.1% |
| 3Y | +340.6% | +71.7% | +268.9% | +256.2% |
| 5Y | +911.0% | +141.2% | +769.8% | +600.0% |
| 10Y | +3,727.1% | +429.6% | +3,297.5% | +1,884.0% |
| All | +11,595.6% | +10,899.4% | +696.2% | +2,884.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling