+2,081.6%
STRL vs AMC
-97.8%
+2,179.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -12.5% | -1.4% | -13.5% |
| 7D | -34.6% | 0.0% | -34.6% | -34.6% |
| 30D | -56.7% | +4.4% | -61.1% | -56.7% |
| 3M | -54.4% | +15.4% | -69.8% | -54.7% |
| 6M | -69.7% | +93.7% | -163.4% | -70.5% |
| YTD | -20.2% | +97.4% | -117.6% | -22.4% |
| 1Y | -40.6% | +23.2% | -63.8% | -41.5% |
| 3Y | +221.7% | -71.3% | +292.9% | +223.1% |
| 5Y | +799.0% | -99.3% | +898.2% | +843.1% |
| 10Y | +3,451.5% | -98.7% | +3,550.2% | +4,000.6% |
| All | +2,081.6% | -97.8% | +2,179.4% | +1,891.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling