-39.4%
STX vs MSCI
+13.5%
-52.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -2.7% | -13.5% | -18.3% |
| 7D | -33.4% | +6.0% | -39.4% | -29.8% |
| 30D | -42.1% | +18.2% | -60.3% | -33.5% |
| 3M | -44.3% | +15.1% | -59.4% | -37.6% |
| 6M | -39.4% | +13.7% | -53.1% | -31.4% |
| All | -39.4% | +13.5% | -52.9% | -31.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling