+2,125.4%
STRL vs MKSI
+90.4%
+2,035.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.9% |
| 7D | +8.2% | +6.6% | +1.6% | +4.7% |
| 30D | -6.3% | -8.2% | +1.9% | -1.7% |
| 3M | -41.2% | -16.4% | -24.8% | -34.8% |
| 6M | +20.4% | +23.0% | -2.6% | +11.7% |
| YTD | +61.7% | +68.2% | -6.5% | +30.1% |
| 1Y | +72.7% | +148.6% | -75.9% | +17.3% |
| 3Y | +530.9% | +196.0% | +335.0% | +290.9% |
| 5Y | +2,125.4% | +87.4% | +2,038.0% | +1,528.2% |
| All | +2,125.4% | +90.4% | +2,035.0% | +1,528.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling