+61.6%
STRL vs MKSI
+142.7%
-81.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.1% | +3.3% | +3.7% |
| 7D | +5.0% | +2.7% | +2.4% | +2.9% |
| 30D | -6.9% | -12.8% | +5.9% | +4.1% |
| 3M | -39.1% | -22.5% | -16.5% | -26.2% |
| 6M | +21.5% | +19.4% | +2.1% | +6.7% |
| YTD | +66.9% | +67.7% | -0.8% | +14.1% |
| 1Y | +61.6% | +131.4% | -69.8% | -8.6% |
| All | +61.6% | +142.7% | -81.1% | -8.6% |
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