+365.4%
STX vs MSFU
-18.4%
+383.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.2% | +10.5% | +6.4% |
| 7D | +2.4% | -5.7% | +8.0% | +2.4% |
| 30D | +1.4% | +4.2% | -2.8% | +1.2% |
| 3M | -8.2% | +27.9% | -36.1% | -6.7% |
| 6M | +127.0% | +37.1% | +89.9% | +125.6% |
| YTD | +209.1% | -7.4% | +216.5% | +229.5% |
| 1Y | +365.4% | -19.6% | +385.0% | +403.2% |
| All | +365.4% | -18.4% | +383.9% | +403.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling