+504.0%
STRL vs TRMB
+8.5%
+495.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.0% | +6.8% | +6.3% |
| 7D | +3.4% | -2.5% | +5.9% | +4.8% |
| 30D | -9.2% | +1.5% | -10.8% | -10.3% |
| 3M | -51.0% | +6.8% | -57.8% | -53.9% |
| 6M | +15.8% | -14.9% | +30.7% | +26.1% |
| YTD | +58.9% | -24.1% | +83.0% | +85.9% |
| 1Y | +68.5% | -25.4% | +93.9% | +102.9% |
| All | +504.0% | +8.5% | +495.5% | +510.8% |
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