+7,301.3%
STRL vs TD
+295.5%
+7,005.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -0.4% |
| 7D | +8.2% | -1.9% | +10.1% | +9.9% |
| 30D | -6.3% | -1.6% | -4.7% | -5.0% |
| 3M | -41.2% | +4.6% | -45.8% | -43.0% |
| 6M | +20.4% | +26.8% | -6.5% | +0.1% |
| YTD | +61.7% | +28.3% | +33.4% | +33.2% |
| 1Y | +72.7% | +60.4% | +12.3% | +19.1% |
| 3Y | +530.9% | +125.7% | +405.2% | +223.2% |
| 5Y | +2,125.4% | +122.4% | +2,003.0% | +1,030.2% |
| 10Y | +7,301.3% | +297.1% | +7,004.3% | +2,652.9% |
| All | +7,301.3% | +295.5% | +7,005.9% | +2,652.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling