+340.6%
STRL vs TRMB
+34.0%
+306.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.7% | -2.8% |
| 7D | +15.7% | +2.8% | +12.8% | +13.7% |
| 30D | -35.5% | -5.9% | -29.6% | -31.8% |
| 3M | -47.1% | -3.3% | -43.8% | -45.4% |
| 6M | -65.8% | +1.3% | -67.1% | -66.7% |
| YTD | -4.5% | -29.0% | +24.5% | +21.3% |
| 1Y | -10.5% | -27.8% | +17.3% | +12.3% |
| 3Y | +340.6% | +36.3% | +304.3% | +299.8% |
| All | +340.6% | +34.0% | +306.6% | +299.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling