-34.2%
STRL vs RMD
-4.9%
-29.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.1% | +2.6% |
| 7D | -26.9% | +2.3% | -29.2% | -25.2% |
| 30D | -52.7% | +4.1% | -56.8% | -50.7% |
| 3M | -52.8% | +5.7% | -58.5% | -50.1% |
| 6M | -71.5% | +12.9% | -84.4% | -68.4% |
| YTD | -17.4% | -1.5% | -15.9% | -7.8% |
| All | -34.2% | -4.9% | -29.4% | -26.3% |
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