+7,301.3%
STRL vs TRGP
+827.0%
+6,474.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.1% |
| 7D | +8.2% | -0.7% | +8.9% | +8.4% |
| 30D | -6.3% | +9.5% | -15.8% | -9.2% |
| 3M | -41.2% | +10.8% | -52.0% | -43.4% |
| 6M | +20.4% | +25.3% | -5.0% | +10.8% |
| YTD | +61.7% | +60.3% | +1.4% | +37.8% |
| 1Y | +72.7% | +84.6% | -11.8% | +39.9% |
| 3Y | +530.9% | +264.4% | +266.6% | +318.8% |
| 5Y | +2,125.4% | +636.6% | +1,488.8% | +1,095.1% |
| 10Y | +7,301.3% | +848.9% | +6,452.4% | +3,238.4% |
| All | +7,301.3% | +827.0% | +6,474.3% | +3,238.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded TRGP 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling