+7,178.3%
STRL vs RMD
+265.7%
+6,912.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.2% | +6.4% | +4.1% |
| 7D | +10.1% | -4.5% | +14.6% | +11.4% |
| 30D | -8.2% | +4.6% | -12.8% | -9.6% |
| 3M | -43.7% | +14.8% | -58.5% | -46.8% |
| 6M | +27.1% | -12.1% | +39.2% | +30.3% |
| YTD | +64.0% | -7.5% | +71.5% | +64.7% |
| 1Y | +75.2% | -20.1% | +95.2% | +84.2% |
| 3Y | +539.9% | +53.9% | +486.0% | +425.4% |
| 5Y | +2,133.0% | -22.2% | +2,155.2% | +2,159.4% |
| 10Y | +7,178.3% | +268.2% | +6,910.0% | +3,631.4% |
| All | +7,178.3% | +265.7% | +6,912.6% | +3,631.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling