+7,285.0%
STRL vs MKSI
+524.1%
+6,760.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.1% | +3.3% | +4.4% |
| 7D | +5.0% | +2.7% | +2.4% | +3.8% |
| 30D | -6.9% | -12.8% | +5.9% | -0.2% |
| 3M | -39.1% | -22.5% | -16.5% | -30.6% |
| 6M | +21.5% | +19.4% | +2.1% | +14.6% |
| YTD | +66.9% | +67.7% | -0.8% | +35.4% |
| 1Y | +61.6% | +131.4% | -69.8% | +14.3% |
| 3Y | +560.0% | +197.3% | +362.7% | +304.7% |
| 5Y | +2,238.9% | +87.0% | +2,151.9% | +1,538.6% |
| All | +7,285.0% | +524.1% | +6,760.9% | +2,723.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling