+75.2%
STRL vs TD
+63.7%
+11.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +4.7% |
| 7D | +10.1% | +0.9% | +9.3% | +8.1% |
| 30D | -8.2% | -0.7% | -7.5% | -7.3% |
| 3M | -43.7% | +6.3% | -50.0% | -48.4% |
| 6M | +27.1% | +27.9% | -0.8% | -10.5% |
| YTD | +64.0% | +29.8% | +34.2% | +12.3% |
| 1Y | +75.2% | +63.7% | +11.5% | -5.9% |
| All | +75.2% | +63.7% | +11.4% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling