+1,298.1%
STRL vs NXT
+181.9%
+1,116.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.1% | +2.9% |
| 7D | +10.1% | +2.9% | +7.2% | +9.1% |
| 30D | -8.2% | -17.2% | +9.0% | -2.2% |
| 3M | -43.7% | -32.0% | -11.7% | -36.0% |
| 6M | +27.1% | -15.8% | +42.9% | +37.3% |
| YTD | +64.0% | -1.9% | +65.9% | +70.5% |
| 1Y | +75.2% | +22.5% | +52.7% | +76.0% |
| 3Y | +539.9% | +100.5% | +439.4% | +471.3% |
| All | +1,298.1% | +181.9% | +1,116.2% | +1,051.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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