+834.7%
STX vs MSFU
+87.3%
+747.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.4% |
| 7D | +16.8% | -4.9% | +21.8% | +18.1% |
| 30D | -27.0% | -9.1% | -18.0% | -25.5% |
| 3M | -37.9% | +8.7% | -46.6% | -39.3% |
| 6M | -32.5% | +48.3% | -80.8% | -40.3% |
| YTD | +98.6% | -1.6% | +100.2% | +95.3% |
| 1Y | +93.6% | -13.6% | +107.2% | +99.6% |
| 3Y | +699.1% | +20.2% | +678.8% | +581.3% |
| All | +834.7% | +87.3% | +747.4% | +531.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling