+11,482.4%
STRL vs HRB
+1,982.1%
+9,500.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -19.8% | -4.0% | -15.8% | -19.5% |
| 30D | -43.6% | +15.8% | -59.3% | -45.8% |
| 3M | -45.2% | +12.0% | -57.2% | -47.4% |
| 6M | -65.7% | +40.7% | -106.5% | -69.3% |
| YTD | -5.4% | +21.0% | -26.4% | -14.4% |
| 1Y | -24.7% | +11.7% | -36.3% | -30.5% |
| 3Y | +335.0% | +25.0% | +310.1% | +281.1% |
| 5Y | +915.3% | +141.0% | +774.3% | +637.4% |
| 10Y | +3,877.5% | +241.3% | +3,636.2% | +2,452.3% |
| All | +11,482.4% | +1,982.1% | +9,500.3% | +6,250.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling