+17,099.4%
STRL vs TRI
+584.3%
+16,515.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +15.7% | -2.9% | +18.6% | +16.6% |
| 30D | -35.5% | +3.7% | -39.2% | -37.9% |
| 3M | -47.1% | +3.7% | -50.9% | -49.9% |
| 6M | -65.8% | +35.1% | -100.9% | -72.9% |
| YTD | -4.5% | -14.0% | +9.5% | -10.0% |
| 1Y | -10.5% | -19.0% | +8.5% | -12.9% |
| 3Y | +340.6% | -12.0% | +352.6% | +298.1% |
| 5Y | +911.0% | +0.6% | +910.4% | +740.3% |
| 10Y | +3,727.1% | +225.4% | +3,501.7% | +1,556.3% |
| All | +17,099.4% | +584.3% | +16,515.1% | +5,669.6% |
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 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