+784.6%
STRL vs RMD
-5.3%
+789.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.1% | +3.7% |
| 7D | -26.9% | +2.3% | -29.2% | -27.4% |
| 30D | -52.7% | +4.1% | -56.8% | -53.1% |
| 3M | -52.8% | +5.7% | -58.5% | -53.6% |
| 6M | -71.5% | +12.9% | -84.4% | -72.6% |
| YTD | -17.4% | -1.5% | -15.9% | -18.0% |
| 1Y | -35.0% | -4.8% | -30.2% | -34.8% |
| 3Y | +239.2% | +57.5% | +181.7% | +182.7% |
| All | +784.6% | -5.3% | +789.9% | +760.0% |
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