+6,906.6%
STRL vs SPMO
+514.3%
+6,392.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.2% | +0.1% |
| 7D | +5.4% | +0.1% | +5.3% | +5.4% |
| 30D | -9.0% | -0.7% | -8.3% | -7.7% |
| 3M | -37.1% | +2.8% | -39.9% | -37.8% |
| 6M | +17.8% | +24.4% | -6.6% | -2.6% |
| YTD | +58.3% | +24.2% | +34.1% | +31.7% |
| 1Y | +61.0% | +24.5% | +36.5% | +35.9% |
| 3Y | +517.8% | +155.6% | +362.2% | +180.9% |
| 5Y | +2,119.0% | +148.2% | +1,970.9% | +938.1% |
| All | +6,906.6% | +514.3% | +6,392.3% | +1,676.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling