-25.9%
STRL vs RMD
-1.9%
-24.0%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.5% | +5.9% | -27.4% | -18.2% |
| 7D | -27.1% | -3.9% | -23.2% | -27.0% |
| 30D | -45.8% | +7.9% | -53.7% | -42.3% |
| 3M | -47.6% | +8.1% | -55.7% | -43.8% |
| 6M | -46.4% | +15.5% | -61.9% | -39.7% |
| YTD | -7.4% | +0.7% | -8.0% | +5.3% |
| 1Y | -25.9% | -1.4% | -24.5% | -15.8% |
| All | -25.9% | -1.9% | -24.0% | -15.8% |
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