+3,667.8%
STRL vs AMC
-98.7%
+3,766.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.9% | +1.5% | +3.4% |
| 7D | -26.9% | +2.6% | -29.5% | -27.0% |
| 30D | -52.7% | +9.0% | -61.7% | -52.8% |
| 3M | -52.8% | +22.2% | -75.0% | -53.1% |
| 6M | -71.5% | +91.5% | -162.9% | -72.1% |
| YTD | -17.4% | +101.3% | -118.7% | -19.5% |
| 1Y | -35.0% | +20.8% | -55.7% | -35.8% |
| 3Y | +239.2% | -71.3% | +310.5% | +240.2% |
| 5Y | +830.2% | -99.2% | +929.4% | +865.3% |
| All | +3,667.8% | -98.7% | +3,766.5% | +4,496.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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