+7,178.3%
STRL vs SMTC
+493.3%
+6,685.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +10.0% | -6.7% | -0.7% |
| 7D | +10.1% | +22.9% | -12.8% | +1.3% |
| 30D | -8.2% | +16.6% | -24.8% | -14.2% |
| 3M | -43.7% | +2.4% | -46.1% | -44.7% |
| 6M | +27.1% | +98.3% | -71.2% | -3.0% |
| YTD | +64.0% | +120.7% | -56.7% | +20.3% |
| 1Y | +75.2% | +168.3% | -93.1% | +19.6% |
| 3Y | +539.9% | +571.7% | -31.8% | +175.5% |
| 5Y | +2,133.0% | +114.0% | +2,019.0% | +1,341.9% |
| 10Y | +7,178.3% | +497.0% | +6,681.3% | +2,920.9% |
| All | +7,178.3% | +493.3% | +6,685.0% | +2,920.9% |
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