-24.4%
STRL vs MSFU
-1.7%
-22.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +5.5% | +9.5% | +14.8% |
| 7D | -13.3% | +14.6% | -27.9% | -13.6% |
| 30D | -43.3% | +2.1% | -45.5% | -43.1% |
| 3M | -46.9% | +14.7% | -61.5% | -46.8% |
| 6M | -65.6% | +55.7% | -121.3% | -66.1% |
| YTD | -5.1% | +7.1% | -12.2% | -3.1% |
| All | -24.4% | -1.7% | -22.7% | -17.2% |
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