+68.5%
STRL vs MSFU
-18.4%
+87.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -4.2% | +9.9% | +6.0% |
| 7D | +3.4% | -5.7% | +9.1% | +3.7% |
| 30D | -9.2% | +4.2% | -13.4% | -9.7% |
| 3M | -51.0% | +27.9% | -79.0% | -51.9% |
| 6M | +15.8% | +37.1% | -21.3% | +11.3% |
| YTD | +58.9% | -7.4% | +66.2% | +64.1% |
| 1Y | +68.5% | -19.6% | +88.1% | +92.2% |
| All | +68.5% | -18.4% | +87.0% | +92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling