+7,178.3%
STRL vs TRMB
+114.9%
+7,063.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.2% | +4.4% | +3.8% |
| 7D | +10.1% | -0.3% | +10.4% | +10.2% |
| 30D | -8.2% | -1.2% | -7.0% | -8.1% |
| 3M | -43.7% | +9.6% | -53.3% | -47.6% |
| 6M | +27.1% | -16.1% | +43.2% | +35.4% |
| YTD | +64.0% | -25.0% | +89.0% | +83.6% |
| 1Y | +75.2% | -27.7% | +102.9% | +102.3% |
| 3Y | +539.9% | +15.3% | +524.6% | +486.2% |
| 5Y | +2,133.0% | -37.4% | +2,170.4% | +2,559.9% |
| 10Y | +7,178.3% | +117.5% | +7,060.8% | +4,753.0% |
| All | +7,178.3% | +114.9% | +7,063.3% | +4,753.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling