+7,161.0%
STRL vs RBA
+187.5%
+6,973.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.3% | +5.4% | +5.6% |
| 7D | +3.4% | -2.9% | +6.3% | +4.5% |
| 30D | -9.2% | -12.3% | +3.1% | -5.1% |
| 3M | -51.0% | -20.5% | -30.5% | -47.4% |
| 6M | +15.8% | -18.5% | +34.3% | +23.3% |
| YTD | +58.9% | -18.2% | +77.1% | +67.5% |
| 1Y | +68.5% | -27.5% | +96.0% | +86.0% |
| 3Y | +485.2% | +38.1% | +447.1% | +404.2% |
| 5Y | +2,005.1% | +44.8% | +1,960.3% | +1,615.8% |
| All | +7,161.0% | +187.5% | +6,973.5% | +3,937.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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