+2,063.1%
STRL vs TRGP
+620.9%
+1,442.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.2% | +6.9% | +6.3% |
| 7D | +3.4% | +0.8% | +2.6% | +3.0% |
| 30D | -9.2% | +11.5% | -20.8% | -14.1% |
| 3M | -51.0% | +9.0% | -60.0% | -53.3% |
| 6M | +15.8% | +20.5% | -4.7% | +4.2% |
| YTD | +58.9% | +59.5% | -0.7% | +24.7% |
| 1Y | +68.5% | +77.9% | -9.4% | +23.9% |
| 3Y | +485.2% | +253.6% | +231.6% | +219.7% |
| All | +2,063.1% | +620.9% | +1,442.2% | +645.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling