+25,737.3%
STRL vs TD
+8,106.9%
+17,630.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +1.5% | +13.5% | +14.2% |
| 7D | -13.3% | -0.6% | -12.7% | -13.1% |
| 30D | -43.3% | +7.9% | -51.3% | -45.6% |
| 3M | -46.9% | +3.1% | -50.0% | -47.7% |
| 6M | -65.6% | +17.2% | -82.8% | -68.2% |
| YTD | -5.1% | +34.7% | -39.8% | -17.7% |
| 1Y | -23.1% | +56.9% | -80.0% | -38.1% |
| 3Y | +346.8% | +134.7% | +212.1% | +192.0% |
| 5Y | +907.2% | +104.8% | +802.4% | +603.4% |
| 10Y | +3,988.2% | +305.8% | +3,682.4% | +2,024.6% |
| All | +25,737.3% | +8,106.9% | +17,630.5% | +6,412.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling