+3,988.2%
STRL vs TRMB
+105.8%
+3,882.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +1.1% | +13.9% | +14.4% |
| 7D | -13.3% | -17.0% | +3.6% | -3.7% |
| 30D | -43.3% | -9.0% | -34.3% | -39.9% |
| 3M | -46.9% | -8.1% | -38.8% | -44.2% |
| 6M | -65.6% | -10.1% | -55.5% | -64.2% |
| YTD | -5.1% | -30.2% | +25.1% | +11.4% |
| 1Y | -23.1% | -30.7% | +7.6% | -8.8% |
| 3Y | +346.8% | +32.6% | +314.2% | +293.8% |
| 5Y | +907.2% | -38.1% | +945.3% | +1,123.4% |
| 10Y | +3,988.2% | +98.9% | +3,889.3% | +3,013.8% |
| All | +3,988.2% | +105.8% | +3,882.4% | +3,013.8% |
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