+767.8%
STX vs MSFU
+103.9%
+663.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +5.5% | +4.3% | +8.5% |
| 7D | -14.8% | +14.6% | -29.3% | -17.4% |
| 30D | -35.4% | +2.1% | -37.5% | -35.6% |
| 3M | -37.7% | +14.7% | -52.3% | -39.9% |
| 6M | -35.2% | +55.7% | -90.9% | -43.1% |
| YTD | +84.4% | +7.1% | +77.3% | +78.2% |
| 1Y | +82.3% | -0.5% | +82.8% | +80.9% |
| 3Y | +646.2% | +35.7% | +610.5% | +515.4% |
| All | +767.8% | +103.9% | +663.9% | +476.0% |
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