+3,535.7%
STX vs MSCI
+3,169.6%
+366.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -2.7% | -13.5% | -15.1% |
| 7D | -33.4% | +6.0% | -39.4% | -35.1% |
| 30D | -42.1% | +18.2% | -60.3% | -46.2% |
| 3M | -44.3% | +15.1% | -59.4% | -47.8% |
| 6M | -39.4% | +13.7% | -53.1% | -44.3% |
| YTD | +70.0% | +15.6% | +54.4% | +54.9% |
| 1Y | +70.2% | +16.3% | +53.8% | +54.6% |
| 3Y | +585.2% | +36.9% | +548.3% | +462.3% |
| 5Y | +455.7% | +6.3% | +449.4% | +395.8% |
| 10Y | +2,007.9% | +823.0% | +1,184.9% | +570.7% |
| All | +3,535.7% | +3,169.6% | +366.1% | +533.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling