+17,773.5%
STRL vs TRI
+581.4%
+17,192.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.8% |
| 7D | +7.1% | -7.2% | +14.3% | +9.5% |
| 30D | -39.4% | +4.4% | -43.8% | -41.8% |
| 3M | -43.0% | +4.5% | -47.5% | -46.2% |
| 6M | -65.0% | +23.7% | -88.7% | -71.2% |
| YTD | -0.8% | -14.4% | +13.6% | -6.4% |
| 1Y | -20.3% | -17.4% | -2.9% | -23.5% |
| 3Y | +356.5% | -11.0% | +367.5% | +309.5% |
| 5Y | +952.8% | +0.7% | +952.2% | +774.1% |
| 10Y | +3,877.1% | +224.0% | +3,653.1% | +1,623.8% |
| All | +17,773.5% | +581.4% | +17,192.2% | +5,904.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling