+346.8%
STRL vs RACE
+26.8%
+320.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +0.7% | +14.3% | +14.8% |
| 7D | -13.3% | +3.9% | -17.3% | -14.3% |
| 30D | -43.3% | +7.4% | -50.8% | -44.5% |
| 3M | -46.9% | +1.6% | -48.5% | -47.2% |
| 6M | -65.6% | +23.3% | -88.9% | -67.8% |
| YTD | -5.1% | +14.7% | -19.7% | -9.4% |
| 1Y | -23.1% | +2.5% | -25.6% | -23.4% |
| 3Y | +346.8% | +28.0% | +318.9% | +295.7% |
| All | +346.8% | +26.8% | +320.0% | +295.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling