+2,287.3%
STRL vs OPEN
-87.0%
+2,374.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -50.9% |
| 3M | -52.8% | -59.4% | +6.5% | -49.2% |
| 6M | -71.5% | -74.4% | +2.9% | -68.1% |
| YTD | -17.4% | -76.0% | +58.5% | -7.6% |
| 1Y | -35.0% | -78.7% | +43.7% | -26.5% |
| 3Y | +239.2% | -30.0% | +269.2% | +203.7% |
| 5Y | +830.2% | -93.7% | +923.9% | +837.1% |
| All | +2,287.3% | -87.0% | +2,374.3% | +2,244.5% |
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