+340.6%
STRL vs NXT
+175.5%
+165.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.5% | -4.6% | -3.6% |
| 7D | +15.7% | -9.4% | +25.1% | +19.6% |
| 30D | -35.5% | +15.1% | -50.6% | -39.8% |
| 3M | -47.1% | -9.1% | -38.0% | -46.2% |
| 6M | -65.8% | -30.3% | -35.5% | -61.9% |
| YTD | -4.5% | +9.1% | -13.6% | -5.7% |
| 1Y | -10.5% | +7.9% | -18.4% | -11.2% |
| 3Y | +340.6% | +176.5% | +164.1% | +287.3% |
| All | +340.6% | +175.5% | +165.1% | +287.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling