+28,517.1%
STRL vs TRI
+561.6%
+27,955.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -5.4% | +11.2% | +7.8% |
| 7D | +3.4% | -0.5% | +3.9% | +3.3% |
| 30D | -9.2% | +7.9% | -17.1% | -12.7% |
| 3M | -51.0% | +24.1% | -75.1% | -57.7% |
| 6M | +15.8% | +3.8% | +11.9% | +4.8% |
| YTD | +58.9% | -16.9% | +75.7% | +56.7% |
| 1Y | +68.5% | -38.4% | +106.9% | +93.5% |
| 3Y | +485.2% | -12.2% | +497.4% | +444.0% |
| 5Y | +2,005.1% | -1.8% | +2,006.9% | +1,719.6% |
| 10Y | +7,118.0% | +207.6% | +6,910.3% | +3,198.4% |
| All | +28,517.1% | +561.6% | +27,955.4% | +9,947.5% |
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