+227.8%
STRL vs MSCI
+36.7%
+191.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -2.7% | -11.1% | -13.8% |
| 7D | -34.6% | +6.0% | -40.6% | -34.7% |
| 30D | -56.7% | +18.2% | -74.9% | -57.1% |
| 3M | -54.4% | +15.1% | -69.5% | -54.8% |
| 6M | -69.7% | +13.7% | -83.4% | -70.2% |
| YTD | -20.2% | +15.6% | -35.8% | -22.7% |
| 1Y | -40.6% | +16.3% | -56.9% | -42.6% |
| All | +227.8% | +36.7% | +191.1% | +185.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling