-25.9%
STRL vs MKSI
+40.1%
-66.0%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.5% | -5.0% | -16.5% | -17.2% |
| 7D | -27.1% | -10.7% | -16.4% | -18.9% |
| 30D | -45.8% | -30.5% | -15.3% | -25.9% |
| 3M | -47.6% | -39.2% | -8.5% | -20.6% |
| 6M | -46.4% | -33.0% | -13.4% | -25.3% |
| YTD | -7.4% | +22.3% | -29.7% | -19.7% |
| 1Y | -25.9% | +42.7% | -68.5% | -41.2% |
| All | -25.9% | +40.1% | -66.0% | -41.2% |
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