+3,786.6%
STRL vs RBA
+204.3%
+3,582.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.2% |
| 7D | +23.4% | -0.5% | +24.0% | +23.7% |
| 30D | -39.5% | +6.8% | -46.4% | -41.2% |
| 3M | -45.1% | +9.5% | -54.5% | -47.3% |
| 6M | -64.6% | -8.2% | -56.4% | -64.2% |
| YTD | -1.5% | -7.7% | +6.2% | -1.3% |
| 1Y | -20.8% | -6.9% | -13.9% | -20.8% |
| 3Y | +353.1% | +61.6% | +291.5% | +268.8% |
| 5Y | +942.9% | +44.7% | +898.2% | +757.0% |
| All | +3,786.6% | +204.3% | +3,582.3% | +2,005.3% |
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