+7,301.3%
STRL vs TRU
+146.7%
+7,154.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | +8.2% | -6.5% | +14.7% | +10.4% |
| 30D | -6.3% | -2.5% | -3.8% | -6.1% |
| 3M | -41.2% | +10.4% | -51.6% | -45.1% |
| 6M | +20.4% | +1.6% | +18.7% | +14.7% |
| YTD | +61.7% | -9.7% | +71.4% | +59.5% |
| 1Y | +72.7% | -17.3% | +90.0% | +75.3% |
| 3Y | +530.9% | -1.8% | +532.8% | +474.1% |
| 5Y | +2,125.4% | -36.2% | +2,161.6% | +2,329.9% |
| 10Y | +7,301.3% | +143.2% | +7,158.1% | +5,908.3% |
| All | +7,301.3% | +146.7% | +7,154.7% | +5,908.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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