+504.0%
STX vs MSCI
+8.1%
+495.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.7% | +9.3% | +9.8% |
| 7D | -1.0% | -1.9% | +0.9% | -0.2% |
| 30D | -26.8% | +16.5% | -43.2% | -30.4% |
| 3M | -32.7% | +18.2% | -50.9% | -36.5% |
| 6M | -33.7% | +14.0% | -47.7% | -38.1% |
| YTD | +101.0% | +16.6% | +84.4% | +85.7% |
| 1Y | +92.7% | +14.8% | +77.9% | +79.0% |
| 3Y | +708.7% | +33.3% | +675.4% | +581.4% |
| 5Y | +504.0% | +9.1% | +494.9% | +427.8% |
| All | +504.0% | +8.1% | +495.9% | +427.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling