+591.6%
AMZN vs STRL
+4,310.8%
-3,719.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +15.0% | -12.0% | +1.1% |
| 7D | +8.7% | -13.3% | +22.0% | +9.7% |
| 30D | +1.7% | -43.3% | +45.1% | +8.4% |
| 3M | -2.8% | -46.9% | +44.1% | +4.1% |
| 6M | -2.1% | -65.6% | +63.5% | +9.3% |
| YTD | +15.6% | -5.1% | +20.7% | +8.7% |
| 1Y | +9.2% | -23.1% | +32.3% | +5.5% |
| 3Y | +89.9% | +346.8% | -257.0% | +37.3% |
| 5Y | +49.3% | +907.2% | -857.9% | -5.8% |
| 10Y | +591.6% | +3,988.2% | -3,396.5% | +266.3% |
| All | +591.6% | +4,310.8% | -3,719.1% | +266.3% |
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