-24.4%
STRL vs Q
+32.1%
-56.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +6.9% | +8.1% | +8.7% |
| 7D | -13.3% | +8.4% | -21.8% | -18.6% |
| 30D | -43.3% | -1.2% | -42.1% | -42.2% |
| 3M | -46.9% | -9.3% | -37.6% | -41.7% |
| 6M | -65.6% | -15.0% | -50.6% | -60.5% |
| YTD | -5.1% | +53.5% | -58.6% | -27.1% |
| All | -24.4% | +32.1% | -56.5% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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