+68.5%
STRL vs TRI
-38.3%
+106.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -5.4% | +11.2% | +2.7% |
| 7D | +3.4% | -0.5% | +3.9% | +3.3% |
| 30D | -9.2% | +7.9% | -17.1% | -4.6% |
| 3M | -51.0% | +24.1% | -75.1% | -42.9% |
| 6M | +15.8% | +3.8% | +11.9% | +33.3% |
| YTD | +58.9% | -16.9% | +75.7% | +66.4% |
| 1Y | +68.5% | -38.4% | +106.9% | +59.5% |
| All | +68.5% | -38.3% | +106.8% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling