+217.2%
STRL vs AMIX
-100.0%
+317.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -5.6% | -8.3% | -13.9% |
| 7D | -34.6% | -25.5% | -9.1% | -34.9% |
| 30D | -56.7% | -56.2% | -0.5% | -57.1% |
| 3M | -54.4% | -87.4% | +33.0% | -55.6% |
| 6M | -69.7% | -80.9% | +11.2% | -67.9% |
| YTD | -20.2% | -86.8% | +66.6% | -14.7% |
| 1Y | -40.6% | -91.3% | +50.8% | -35.9% |
| All | +217.2% | -100.0% | +317.2% | +254.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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