+87.0%
AMZN vs STRL
+341.0%
-254.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.1% |
| 7D | +2.8% | +15.7% | -12.8% | +1.0% |
| 30D | +5.0% | -35.5% | +40.4% | +9.8% |
| 3M | +0.6% | -47.1% | +47.7% | +7.4% |
| 6M | -1.3% | -65.8% | +64.5% | +9.8% |
| YTD | +15.5% | -4.5% | +20.0% | +5.3% |
| 1Y | +12.2% | -10.5% | +22.7% | +3.2% |
| 3Y | +87.0% | +340.6% | -253.6% | +24.0% |
| All | +87.0% | +341.0% | -254.0% | +24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling