+3,667.8%
STRL vs MSCI
+789.3%
+2,878.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.3% | +5.7% | +4.2% |
| 7D | -26.9% | +2.8% | -29.7% | -27.9% |
| 30D | -52.7% | +15.4% | -68.1% | -55.2% |
| 3M | -52.8% | +13.4% | -66.3% | -55.2% |
| 6M | -71.5% | +10.9% | -82.4% | -73.2% |
| YTD | -17.4% | +13.0% | -30.4% | -23.9% |
| 1Y | -35.0% | +12.0% | -47.0% | -39.9% |
| 3Y | +239.2% | +34.1% | +205.1% | +185.7% |
| 5Y | +830.2% | +3.9% | +826.3% | +741.3% |
| All | +3,667.8% | +789.3% | +2,878.5% | +1,426.0% |
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