+92.7%
STX vs MSFU
-12.2%
+104.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -4.8% | +14.7% | +10.2% |
| 7D | -1.0% | -12.7% | +11.7% | -0.3% |
| 30D | -26.8% | -9.0% | -17.8% | -26.3% |
| 3M | -32.7% | +2.9% | -35.6% | -32.3% |
| 6M | -33.7% | +43.5% | -77.3% | -32.6% |
| YTD | +101.0% | -2.4% | +103.4% | +121.6% |
| 1Y | +92.7% | -13.5% | +106.2% | +125.3% |
| All | +92.7% | -12.2% | +104.9% | +125.3% |
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 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