+2,082.1%
STRL vs MRSH
+18.2%
+2,063.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +5.4% |
| 7D | +5.0% | -4.8% | +9.8% | +4.8% |
| 30D | -6.9% | -6.3% | -0.6% | -7.2% |
| 3M | -39.1% | +5.8% | -44.9% | -39.7% |
| 6M | +21.5% | +2.8% | +18.7% | +20.2% |
| YTD | +66.9% | -3.1% | +70.0% | +67.2% |
| 1Y | +61.6% | -11.3% | +72.9% | +67.4% |
| 3Y | +560.0% | -5.0% | +565.0% | +544.1% |
| All | +2,082.1% | +18.2% | +2,063.9% | +1,730.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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