+264,716.1%
AMZN vs STRL
+25,182.0%
+239,534.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -0.6% |
| 7D | +7.9% | -26.9% | +34.8% | +9.9% |
| 30D | -0.2% | -52.7% | +52.4% | +4.7% |
| 3M | -4.8% | -52.8% | +48.1% | -0.2% |
| 6M | -5.7% | -71.5% | +65.8% | +1.6% |
| YTD | +12.3% | -17.4% | +29.8% | +10.9% |
| 1Y | +6.7% | -35.0% | +41.6% | +6.9% |
| 3Y | +85.6% | +239.2% | -153.7% | +63.2% |
| 5Y | +47.4% | +830.2% | -782.8% | +20.5% |
| 10Y | +586.8% | +3,574.7% | -2,987.9% | +399.2% |
| All | +264,716.1% | +25,182.0% | +239,534.1% | +139,319.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling