+937.9%
STRL vs RMD
-7.7%
+945.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.3% | -3.1% |
| 7D | +15.7% | +2.1% | +13.6% | +15.3% |
| 30D | -35.5% | +2.1% | -37.5% | -35.8% |
| 3M | -47.1% | +6.2% | -53.4% | -48.0% |
| 6M | -65.8% | +19.4% | -85.2% | -67.6% |
| YTD | -4.5% | +0.5% | -5.1% | -5.4% |
| 1Y | -10.5% | -3.9% | -6.5% | -10.2% |
| 3Y | +340.6% | +72.5% | +268.1% | +255.7% |
| All | +937.9% | -7.7% | +945.6% | +930.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling