+4,493.9%
STRL vs OPEN
-70.7%
+4,564.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.6% | +5.1% | +5.7% |
| 7D | +3.4% | -4.3% | +7.6% | +3.8% |
| 30D | -9.2% | -16.2% | +7.0% | -7.8% |
| 3M | -51.0% | -36.4% | -14.7% | -49.1% |
| 6M | +15.8% | -35.5% | +51.2% | +19.8% |
| YTD | +58.9% | -46.0% | +104.8% | +66.3% |
| 1Y | +68.5% | -47.1% | +115.7% | +71.6% |
| 3Y | +485.2% | -19.0% | +504.2% | +417.2% |
| 5Y | +2,005.1% | -83.6% | +2,088.7% | +1,862.7% |
| All | +4,493.9% | -70.7% | +4,564.6% | +4,118.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling