+43,143.6%
STRL vs TD
+7,879.0%
+35,264.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.4% | +7.1% | +6.5% |
| 7D | +3.4% | +0.3% | +3.1% | +3.2% |
| 30D | -9.2% | +0.4% | -9.6% | -9.4% |
| 3M | -51.0% | +7.6% | -58.7% | -52.6% |
| 6M | +15.8% | +25.0% | -9.2% | +4.4% |
| YTD | +58.9% | +31.0% | +27.9% | +39.9% |
| 1Y | +68.5% | +65.2% | +3.3% | +32.3% |
| 3Y | +485.2% | +122.5% | +362.7% | +293.9% |
| 5Y | +2,005.1% | +124.8% | +1,880.3% | +1,308.7% |
| 10Y | +7,118.0% | +298.2% | +6,819.7% | +3,693.6% |
| All | +43,143.6% | +7,879.0% | +35,264.5% | +10,973.3% |
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