+12,054.0%
STRL vs NUE
+11,321.5%
+732.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.9% | +3.0% | +4.2% |
| 7D | +7.1% | -2.4% | +9.6% | +8.5% |
| 30D | -39.4% | +3.8% | -43.2% | -39.9% |
| 3M | -43.0% | -3.7% | -39.3% | -42.0% |
| 6M | -65.0% | +13.2% | -78.2% | -66.7% |
| YTD | -0.8% | +61.6% | -62.4% | -16.9% |
| 1Y | -20.3% | +83.6% | -103.9% | -36.3% |
| 3Y | +356.5% | +78.6% | +277.9% | +263.6% |
| 5Y | +952.8% | +148.0% | +804.9% | +621.2% |
| 10Y | +3,877.1% | +449.9% | +3,427.2% | +1,932.9% |
| All | +12,054.0% | +11,321.5% | +732.5% | +2,958.4% |
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