+19,359.6%
STRL vs SMTC
+47,224.8%
-27,865.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +9.2% | -3.5% | +4.4% |
| 7D | +3.4% | +12.7% | -9.4% | +1.6% |
| 30D | -9.2% | +22.0% | -31.2% | -12.0% |
| 3M | -51.0% | -12.7% | -38.4% | -50.0% |
| 6M | +15.8% | +64.8% | -49.0% | +8.4% |
| YTD | +58.9% | +100.7% | -41.8% | +44.9% |
| 1Y | +68.5% | +146.9% | -78.4% | +49.7% |
| 3Y | +485.2% | +456.8% | +28.4% | +357.2% |
| 5Y | +2,005.1% | +89.2% | +1,915.9% | +1,719.4% |
| 10Y | +7,118.0% | +426.9% | +6,691.1% | +5,561.6% |
| All | +19,359.6% | +47,224.8% | -27,865.2% | +15,578.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling