+1,967.8%
STX vs MSCI
+789.3%
+1,178.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.5% |
| 7D | -17.3% | +2.7% | -19.9% | -18.1% |
| 30D | -35.9% | +16.2% | -52.2% | -39.6% |
| 3M | -37.3% | +17.1% | -54.4% | -41.3% |
| 6M | -35.8% | +13.0% | -48.8% | -40.4% |
| YTD | +82.7% | +15.8% | +67.0% | +67.7% |
| 1Y | +71.6% | +15.5% | +56.1% | +57.6% |
| 3Y | +635.3% | +32.3% | +603.0% | +517.9% |
| 5Y | +483.8% | +8.2% | +475.6% | +417.9% |
| 10Y | +1,967.8% | +800.7% | +1,167.1% | +581.5% |
| All | +1,967.8% | +789.3% | +1,178.5% | +581.5% |
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