+539.9%
STRL vs TRI
-17.7%
+557.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -6.5% | +9.7% | +1.5% |
| 7D | +10.1% | -7.1% | +17.2% | +8.2% |
| 30D | -8.2% | -2.3% | -5.9% | -8.3% |
| 3M | -43.7% | +19.6% | -63.3% | -41.2% |
| 6M | +27.1% | -8.7% | +35.8% | +36.5% |
| YTD | +64.0% | -22.3% | +86.3% | +84.9% |
| 1Y | +75.2% | -40.7% | +115.8% | +118.8% |
| 3Y | +539.9% | -17.8% | +557.7% | +515.1% |
| All | +539.9% | -17.7% | +557.6% | +515.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling