+123.8%
STX vs MSCI
+17.3%
+106.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.4% | -13.5% | -7.0% |
| 7D | -20.2% | +11.5% | -31.7% | -18.5% |
| 30D | -37.2% | +22.1% | -59.3% | -35.2% |
| 3M | -34.1% | +18.4% | -52.5% | -32.2% |
| 6M | -24.5% | +16.6% | -41.1% | -24.3% |
| YTD | +102.9% | +18.8% | +84.1% | +98.0% |
| 1Y | +123.8% | +19.0% | +104.8% | +120.8% |
| All | +123.8% | +17.3% | +106.5% | +120.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling