+7,161.0%
STRL vs MSCI
+610.9%
+6,550.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.3% | +6.0% | +5.8% |
| 7D | +3.4% | +0.4% | +3.0% | +3.3% |
| 30D | -9.2% | +0.6% | -9.8% | -9.6% |
| 3M | -51.0% | -7.1% | -44.0% | -50.6% |
| 6M | +15.8% | +0.8% | +14.9% | +12.6% |
| YTD | +58.9% | +1.0% | +57.9% | +53.2% |
| 1Y | +68.5% | +4.3% | +64.2% | +59.2% |
| 3Y | +485.2% | +9.9% | +475.3% | +433.9% |
| 5Y | +2,005.1% | -6.8% | +2,011.9% | +1,881.0% |
| All | +7,161.0% | +610.9% | +6,550.2% | +3,040.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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