+1,883.6%
STX vs MSCI
+789.3%
+1,094.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -0.4% |
| 7D | -28.5% | +2.8% | -31.3% | -29.3% |
| 30D | -42.9% | +15.4% | -58.3% | -46.1% |
| 3M | -45.9% | +13.4% | -59.3% | -48.7% |
| 6M | -41.3% | +10.9% | -52.2% | -45.2% |
| YTD | +67.9% | +13.0% | +55.0% | +55.5% |
| 1Y | +66.5% | +12.0% | +54.5% | +54.6% |
| 3Y | +588.0% | +34.1% | +553.9% | +473.6% |
| 5Y | +449.1% | +3.9% | +445.2% | +394.8% |
| All | +1,883.6% | +789.3% | +1,094.3% | +567.5% |
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