+2,022.6%
STRL vs RMD
-19.3%
+2,041.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.4% | +6.1% | +5.8% |
| 7D | +3.4% | -5.0% | +8.4% | +4.4% |
| 30D | -9.2% | +2.2% | -11.5% | -9.8% |
| 3M | -51.0% | +17.8% | -68.9% | -53.4% |
| 6M | +15.8% | -11.3% | +27.1% | +19.1% |
| YTD | +58.9% | -4.4% | +63.3% | +59.4% |
| 1Y | +68.5% | -15.7% | +84.2% | +75.2% |
| 3Y | +485.2% | +47.7% | +437.5% | +401.3% |
| All | +2,022.6% | -19.3% | +2,041.9% | +1,662.7% |
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