+2,125.4%
STRL vs MGY
+94.8%
+2,030.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.8% | -1.8% |
| 7D | +8.2% | +1.5% | +6.7% | +7.7% |
| 30D | -6.3% | +6.8% | -13.2% | -8.1% |
| 3M | -41.2% | +2.6% | -43.8% | -41.9% |
| 6M | +20.4% | -3.1% | +23.5% | +19.1% |
| YTD | +61.7% | +29.4% | +32.3% | +44.5% |
| 1Y | +72.7% | +22.3% | +50.4% | +56.6% |
| 3Y | +530.9% | +26.6% | +504.4% | +461.1% |
| 5Y | +2,125.4% | +92.1% | +2,033.3% | +1,545.5% |
| All | +2,125.4% | +94.8% | +2,030.6% | +1,545.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 5y: compounded portfolio wealth divided by compounded MGY 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…
5y analysis · Full analysis span regression · 6 months rolling