+1,732.0%
STRL vs TRGP
+2,035.2%
-303.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.7% | +6.1% | +4.2% |
| 7D | -26.9% | -16.0% | -10.9% | -23.0% |
| 30D | -52.7% | -6.4% | -46.2% | -51.7% |
| 3M | -52.8% | -1.0% | -51.9% | -52.8% |
| 6M | -71.5% | +7.0% | -78.4% | -72.1% |
| YTD | -17.4% | +46.1% | -63.6% | -26.1% |
| 1Y | -35.0% | +58.7% | -93.6% | -43.2% |
| 3Y | +239.2% | +221.9% | +17.3% | +146.7% |
| 5Y | +830.2% | +419.9% | +410.3% | +492.4% |
| 10Y | +3,574.7% | +769.8% | +2,804.9% | +1,737.7% |
| All | +1,732.0% | +2,035.2% | -303.2% | +374.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling