+68.5%
STRL vs MKSI
+162.5%
-94.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.3% | +1.5% | +2.4% |
| 7D | +3.4% | +1.8% | +1.6% | +2.0% |
| 30D | -9.2% | -16.8% | +7.5% | +4.7% |
| 3M | -51.0% | -21.1% | -29.9% | -41.4% |
| 6M | +15.8% | +10.8% | +4.9% | +7.0% |
| YTD | +58.9% | +63.3% | -4.5% | +11.1% |
| 1Y | +68.5% | +157.0% | -88.5% | -13.6% |
| All | +68.5% | +162.5% | -94.0% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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