+3,988.2%
STRL vs HDB
+61.5%
+3,926.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +2.7% | +12.3% | +14.0% |
| 7D | -13.3% | +13.7% | -27.0% | -17.8% |
| 30D | -43.3% | +15.8% | -59.2% | -46.7% |
| 3M | -46.9% | +9.2% | -56.1% | -49.0% |
| 6M | -65.6% | +3.2% | -68.8% | -66.5% |
| YTD | -5.1% | -29.4% | +24.3% | +6.4% |
| 1Y | -23.1% | -27.9% | +4.9% | -14.4% |
| 3Y | +346.8% | -5.9% | +352.7% | +338.4% |
| 5Y | +907.2% | -23.5% | +930.7% | +948.2% |
| 10Y | +3,988.2% | +61.3% | +3,926.9% | +2,729.2% |
| All | +3,988.2% | +61.5% | +3,926.7% | +2,729.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling