-20.3%
STRL vs RMD
-3.7%
-16.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.9% | +3.0% | +5.9% |
| 7D | +7.1% | -0.8% | +7.9% | +6.6% |
| 30D | -39.4% | +1.7% | -41.0% | -37.5% |
| 3M | -43.0% | +6.4% | -49.4% | -39.5% |
| 6M | -65.0% | +20.7% | -85.7% | -61.3% |
| YTD | -0.8% | -0.2% | -0.6% | +11.6% |
| 1Y | -20.3% | -4.5% | -15.8% | -9.8% |
| All | -20.3% | -3.7% | -16.6% | -9.8% |
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