+3,667.9%
STRL vs MSCI
+811.9%
+2,856.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.5% |
| 7D | +15.7% | +3.0% | +12.7% | +14.6% |
| 30D | -35.5% | +17.8% | -53.3% | -39.2% |
| 3M | -47.1% | +15.2% | -62.3% | -50.0% |
| 6M | -65.8% | +16.5% | -82.3% | -68.4% |
| YTD | -4.5% | +16.4% | -20.9% | -12.8% |
| 1Y | -10.5% | +16.8% | -27.3% | -18.5% |
| 3Y | +340.6% | +35.8% | +304.8% | +270.1% |
| 5Y | +911.0% | +7.0% | +904.1% | +806.1% |
| All | +3,667.9% | +811.9% | +2,856.1% | +1,339.6% |
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