+3,667.9%
STRL vs RACE
+729.2%
+2,938.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.4% | -3.6% |
| 7D | +15.7% | -1.2% | +16.9% | +16.2% |
| 30D | -35.5% | +6.1% | -41.6% | -37.2% |
| 3M | -47.1% | -0.3% | -46.9% | -47.3% |
| 6M | -65.8% | +23.4% | -89.2% | -69.0% |
| YTD | -4.5% | +12.5% | -17.1% | -11.2% |
| 1Y | -10.5% | -0.5% | -10.0% | -12.1% |
| 3Y | +340.6% | +23.6% | +317.0% | +279.2% |
| 5Y | +911.0% | +65.4% | +845.6% | +645.7% |
| All | +3,667.9% | +729.2% | +2,938.7% | +1,072.9% |
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