+562.2%
STRL vs QQQI
+57.7%
+504.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +3.5% |
| 7D | +5.0% | -0.3% | +5.4% | +5.9% |
| 30D | -6.9% | -0.3% | -6.6% | -6.0% |
| 3M | -39.1% | +1.3% | -40.4% | -40.0% |
| 6M | +21.5% | +11.5% | +10.0% | +2.3% |
| YTD | +66.9% | +11.3% | +55.6% | +41.5% |
| 1Y | +61.6% | +16.9% | +44.8% | +28.4% |
| All | +562.2% | +57.7% | +504.5% | +251.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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