+68.5%
STRL vs SPMO
+29.9%
+38.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.6% | +4.2% | +2.2% |
| 7D | +3.4% | +2.0% | +1.4% | -1.1% |
| 30D | -9.2% | -0.4% | -8.9% | -7.8% |
| 3M | -51.0% | -1.9% | -49.2% | -48.8% |
| 6M | +15.8% | +25.0% | -9.3% | -35.1% |
| YTD | +58.9% | +26.0% | +32.8% | -13.1% |
| 1Y | +68.5% | +28.7% | +39.8% | -16.9% |
| All | +68.5% | +29.9% | +38.6% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 1y: compounded portfolio wealth divided by compounded SPMO 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…
1y analysis · Full analysis span regression · 6 months rolling