+1,449.3%
STX vs MSFU
+72.2%
+1,377.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.3% | +8.8% | +7.0% |
| 7D | +10.7% | -3.2% | +13.9% | +11.3% |
| 30D | +11.3% | -3.1% | +14.4% | +11.5% |
| 3M | +3.2% | +35.3% | -32.0% | -5.9% |
| 6M | +157.0% | +31.6% | +125.4% | +131.8% |
| YTD | +229.2% | -9.5% | +238.7% | +230.4% |
| 1Y | +381.8% | -18.4% | +400.3% | +399.3% |
| 3Y | +1,383.2% | +26.9% | +1,356.2% | +1,113.2% |
| All | +1,449.3% | +72.2% | +1,377.1% | +968.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling