+7,161.0%
STRL vs RACE
+818.0%
+6,343.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.9% | +7.7% | +6.5% |
| 7D | +3.4% | -2.5% | +5.9% | +4.4% |
| 30D | -9.2% | +0.8% | -10.0% | -9.6% |
| 3M | -51.0% | +17.2% | -68.2% | -54.4% |
| 6M | +15.8% | +13.6% | +2.2% | +8.3% |
| YTD | +58.9% | +12.2% | +46.7% | +48.5% |
| 1Y | +68.5% | -16.3% | +84.8% | +77.7% |
| 3Y | +485.2% | +36.4% | +448.8% | +382.4% |
| 5Y | +2,005.1% | +95.0% | +1,910.1% | +1,344.9% |
| All | +7,161.0% | +818.0% | +6,343.1% | +2,242.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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