+3,425.3%
STRL vs TRGP
+2,231.3%
+1,194.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.2% | +6.9% | +6.1% |
| 7D | +3.4% | +0.8% | +2.6% | +3.1% |
| 30D | -9.2% | +11.5% | -20.8% | -12.2% |
| 3M | -51.0% | +9.0% | -60.0% | -52.4% |
| 6M | +15.8% | +20.5% | -4.7% | +8.9% |
| YTD | +58.9% | +59.5% | -0.7% | +38.5% |
| 1Y | +68.5% | +77.9% | -9.4% | +41.8% |
| 3Y | +485.2% | +253.6% | +231.6% | +313.2% |
| 5Y | +2,005.1% | +615.5% | +1,389.6% | +1,134.8% |
| 10Y | +7,118.0% | +897.1% | +6,220.8% | +3,382.4% |
| All | +3,425.3% | +2,231.3% | +1,194.0% | +789.9% |
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