+555.5%
AMZN vs STRL
+7,463.3%
-6,907.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.2% | -3.8% | -1.0% |
| 7D | +0.8% | +10.1% | -9.3% | -0.5% |
| 30D | -6.4% | -8.2% | +1.8% | -5.6% |
| 3M | +4.8% | -43.7% | +48.5% | +11.4% |
| 6M | +20.5% | +27.1% | -6.6% | +11.7% |
| YTD | +11.3% | +64.0% | -52.7% | -1.2% |
| 1Y | +9.0% | +75.2% | -66.2% | -5.1% |
| 3Y | +85.9% | +539.9% | -454.0% | +30.3% |
| 5Y | +45.8% | +2,133.0% | -2,087.2% | -14.5% |
| 10Y | +555.5% | +7,178.3% | -6,622.8% | +232.6% |
| All | +555.5% | +7,463.3% | -6,907.8% | +232.6% |
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