+937.9%
STRL vs TRI
+0.5%
+937.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.0% |
| 7D | +15.7% | -2.9% | +18.6% | +15.1% |
| 30D | -35.5% | +3.7% | -39.2% | -34.8% |
| 3M | -47.1% | +3.7% | -50.9% | -46.3% |
| 6M | -65.8% | +35.1% | -100.9% | -65.5% |
| YTD | -4.5% | -14.0% | +9.5% | +8.6% |
| 1Y | -10.5% | -19.0% | +8.5% | +4.7% |
| 3Y | +340.6% | -12.0% | +352.6% | +357.7% |
| All | +937.9% | +0.5% | +937.5% | +848.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling