+2,634.3%
STRL vs OPEN
-87.8%
+2,722.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.1% | +6.7% | +0.3% |
| 7D | -19.8% | -24.7% | +4.9% | -18.3% |
| 30D | -43.6% | -41.0% | -2.6% | -41.2% |
| 3M | -45.2% | -62.4% | +17.1% | -40.5% |
| 6M | -65.7% | -73.9% | +8.1% | -61.7% |
| YTD | -5.4% | -77.5% | +72.1% | +6.5% |
| 1Y | -24.7% | -83.6% | +58.9% | -12.9% |
| 3Y | +335.0% | -37.0% | +372.1% | +293.5% |
| 5Y | +915.3% | -93.3% | +1,008.6% | +920.7% |
| All | +2,634.3% | -87.8% | +2,722.1% | +2,601.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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