+19,359.6%
STRL vs MKC
+2,036.7%
+17,322.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.0% | +6.7% | +5.9% |
| 7D | +3.4% | -5.9% | +9.3% | +4.2% |
| 30D | -9.2% | -0.9% | -8.4% | -9.2% |
| 3M | -51.0% | +12.7% | -63.8% | -52.2% |
| 6M | +15.8% | -19.3% | +35.1% | +18.6% |
| YTD | +58.9% | -22.2% | +81.0% | +63.2% |
| 1Y | +68.5% | -23.3% | +91.9% | +73.0% |
| 3Y | +485.2% | -30.0% | +515.2% | +502.2% |
| 5Y | +2,005.1% | -33.8% | +2,038.9% | +2,064.4% |
| 10Y | +7,118.0% | +24.4% | +7,093.5% | +6,569.2% |
| All | +19,359.6% | +2,036.7% | +17,322.9% | +16,869.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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