+68.5%
STRL vs HRB
+1.1%
+67.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -4.0% | +9.7% | +3.3% |
| 7D | +3.4% | -5.7% | +9.1% | -0.1% |
| 30D | -9.2% | +7.9% | -17.1% | -4.3% |
| 3M | -51.0% | +32.1% | -83.2% | -39.4% |
| 6M | +15.8% | +62.2% | -46.5% | +63.0% |
| YTD | +58.9% | +16.4% | +42.5% | +100.8% |
| 1Y | +68.5% | -0.3% | +68.8% | +106.4% |
| All | +68.5% | +1.1% | +67.5% | +106.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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