+3,877.1%
STRL vs RACE
+741.5%
+3,135.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +7.1% | -3.9% | +11.0% | +8.9% |
| 30D | -39.4% | +6.8% | -46.2% | -41.1% |
| 3M | -43.0% | +1.3% | -44.3% | -43.5% |
| 6M | -65.0% | +26.3% | -91.3% | -68.6% |
| YTD | -0.8% | +13.8% | -14.6% | -8.0% |
| 1Y | -20.3% | -0.5% | -19.8% | -21.7% |
| 3Y | +356.5% | +25.6% | +330.9% | +290.5% |
| 5Y | +952.8% | +67.6% | +885.2% | +673.4% |
| 10Y | +3,877.1% | +724.7% | +3,152.4% | +1,223.3% |
| All | +3,877.1% | +741.5% | +3,135.6% | +1,223.3% |
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