+239.2%
STRL vs OPEN
-35.5%
+274.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -21.8% | +25.3% | +5.5% |
| 7D | -26.9% | -22.2% | -4.7% | -25.7% |
| 30D | -52.7% | -38.3% | -14.3% | -50.8% |
| 3M | -52.8% | -59.4% | +6.5% | -49.0% |
| 6M | -71.5% | -74.4% | +2.9% | -67.9% |
| YTD | -17.4% | -76.0% | +58.5% | -7.2% |
| 1Y | -35.0% | -78.7% | +43.7% | -26.1% |
| 3Y | +239.2% | -30.0% | +269.2% | +216.7% |
| All | +239.2% | -35.5% | +274.7% | +216.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling