+476.2%
STX vs MSCI
+6.7%
+469.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.5% |
| 7D | +14.6% | +3.0% | +11.6% | +13.6% |
| 30D | -26.0% | +17.8% | -43.8% | -29.9% |
| 3M | -42.6% | +15.2% | -57.8% | -45.4% |
| 6M | -35.3% | +16.5% | -51.7% | -40.1% |
| YTD | +92.5% | +16.4% | +76.1% | +77.9% |
| 1Y | +102.4% | +16.8% | +85.6% | +86.6% |
| 3Y | +673.8% | +35.8% | +638.1% | +545.8% |
| All | +476.2% | +6.7% | +469.5% | +409.3% |
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