-20.3%
STRL vs OPEN
-82.9%
+62.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.2% | +0.7% | +4.1% |
| 7D | +7.1% | -31.1% | +38.2% | +14.4% |
| 30D | -39.4% | -34.7% | -4.7% | -34.7% |
| 3M | -43.0% | -61.9% | +18.9% | -29.3% |
| 6M | -65.0% | -71.9% | +6.9% | -53.5% |
| YTD | -0.8% | -76.6% | +75.8% | +33.8% |
| 1Y | -20.3% | -83.9% | +63.6% | +23.6% |
| All | -20.3% | -82.9% | +62.6% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling