+643.8%
AMZN vs STRL
+3,816.9%
-3,173.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +2.8% | +23.4% | -20.7% | 0.0% |
| 30D | +3.4% | -39.5% | +42.9% | +9.3% |
| 3M | +0.1% | -45.1% | +45.1% | +6.7% |
| 6M | +0.6% | -64.6% | +65.2% | +12.0% |
| YTD | +15.9% | -1.5% | +17.4% | +8.3% |
| 1Y | +9.5% | -20.8% | +30.3% | +5.4% |
| 3Y | +86.3% | +353.1% | -266.8% | +34.1% |
| 5Y | +51.7% | +942.9% | -891.1% | -5.0% |
| All | +643.8% | +3,816.9% | -3,173.0% | +286.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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