+3,988.2%
STRL vs SMTC
+365.8%
+3,622.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +12.8% | +2.1% | +9.7% |
| 7D | -13.3% | -4.8% | -8.5% | -10.7% |
| 30D | -43.3% | -37.8% | -5.5% | -31.1% |
| 3M | -46.9% | -16.5% | -30.4% | -43.0% |
| 6M | -65.6% | -4.4% | -61.2% | -65.1% |
| YTD | -5.1% | +58.0% | -63.1% | -20.1% |
| 1Y | -23.1% | +62.0% | -85.1% | -35.6% |
| 3Y | +346.8% | +745.7% | -398.8% | +83.4% |
| 5Y | +907.2% | +29.0% | +878.1% | +705.8% |
| 10Y | +3,988.2% | +351.4% | +3,636.8% | +2,096.8% |
| All | +3,988.2% | +365.8% | +3,622.4% | +2,096.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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