Portfolio performance

Dec 2024 — Jul 2026 · Time-weighted return (TWR) · Source: Interactive Brokers PortfolioAnalyst · Updated monthly

Return since inception

+46.12%

TWR · Dec 2024–Jul 2026

Annualised return

+25.72%

vs SPX +13.75%

YTD return

+12.20%

Jan – Jul 2026

vs S&P 500

+22.32pp

Since inception (Dec 2024)

vs MSCI World

+16.65pp

Since inception (Dec 2024)

Best month

+8.62%

Feb 2025

Cumulative return vs benchmarks

Stratyrise

MSCI World (URTH)

S&P 500 (SPX)

Monthly returns heatmapSTRATYRISE · DEC 2024 – JUL 2026

      Loss  
      Small gain  
      Strong gain
    

Benchmark comparison

SINCE INCEPTION · TWR · SOURCE: IB REPORT

Stratyrise

+46.12%

MSCI World

+29.47%

S&P 500

+23.80%

RISK-ADJUSTED · SHARPE RATIO

Stratyrise

1.85

MSCI World

1.07

S&P 500

0.76

+22.32pp vs SPX · +16.65pp vs MSCI World · +143% better Sharpe vs SPX

Asset allocationAS OF JUL 2026

Equities	48.20%
Cash	44.32%
Commodities	6.41%
Real estate	1.07%

All performance data sourced from Interactive Brokers PortfolioAnalyst. TWR = Time-weighted return. Period: Dec 2024 – Jul 2026. MSCI World represented by URTH (iShares MSCI World ETF). Past performance is not indicative of future results. For informational purposes only. Not investment advice. Updated monthly.

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