+805.8%
STX vs MSFU
+88.0%
+717.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.2% |
| 7D | +14.6% | -2.8% | +17.4% | +15.2% |
| 30D | -26.0% | -5.3% | -20.7% | -25.1% |
| 3M | -42.6% | +7.2% | -49.9% | -43.8% |
| 6M | -35.3% | +51.0% | -86.3% | -43.0% |
| YTD | +92.5% | -1.2% | +93.7% | +89.1% |
| 1Y | +102.4% | -10.3% | +112.7% | +105.8% |
| 3Y | +673.8% | +22.2% | +651.6% | +555.8% |
| All | +805.8% | +88.0% | +717.8% | +511.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling