+3,667.9%
STRL vs TRGP
+822.5%
+2,845.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.2% |
| 7D | +15.7% | +12.4% | +3.3% | +11.6% |
| 30D | -35.5% | +2.6% | -38.1% | -35.7% |
| 3M | -47.1% | +11.9% | -59.0% | -48.9% |
| 6M | -65.8% | +13.9% | -79.7% | -67.3% |
| YTD | -4.5% | +64.2% | -68.7% | -18.9% |
| 1Y | -10.5% | +78.5% | -89.0% | -26.2% |
| 3Y | +340.6% | +272.9% | +67.7% | +192.4% |
| 5Y | +911.0% | +510.7% | +400.3% | +475.2% |
| All | +3,667.9% | +822.5% | +2,845.4% | +1,760.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling