+68.5%
STRL vs RMD
-14.6%
+83.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.4% | +6.1% | +5.6% |
| 7D | +3.4% | -5.0% | +8.4% | +1.6% |
| 30D | -9.2% | +2.2% | -11.5% | -8.2% |
| 3M | -51.0% | +17.8% | -68.9% | -48.7% |
| 6M | +15.8% | -11.3% | +27.1% | +24.0% |
| YTD | +58.9% | -4.4% | +63.3% | +69.6% |
| 1Y | +68.5% | -15.7% | +84.2% | +94.0% |
| All | +68.5% | -14.6% | +83.1% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling