+3,877.1%
STRL vs TRI
+221.6%
+3,655.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.9% |
| 7D | +7.1% | -7.2% | +14.3% | +7.5% |
| 30D | -39.4% | +4.4% | -43.8% | -40.2% |
| 3M | -43.0% | +4.5% | -47.5% | -44.1% |
| 6M | -65.0% | +23.7% | -88.7% | -68.0% |
| YTD | -0.8% | -14.4% | +13.6% | +3.5% |
| 1Y | -20.3% | -17.4% | -2.9% | -15.4% |
| 3Y | +356.5% | -11.0% | +367.5% | +343.3% |
| 5Y | +952.8% | +0.7% | +952.2% | +832.7% |
| 10Y | +3,877.1% | +224.0% | +3,653.1% | +1,656.1% |
| All | +3,877.1% | +221.6% | +3,655.5% | +1,656.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling