Stratyrise · Performance
Portfolio performance
Dec 2024 — Jun 2026 · Time-weighted return (TWR) · Source: Interactive Brokers PortfolioAnalyst · Updated monthly
Return since inception
+39.76%
TWR · Dec 2024–Jun 2026Annualised return
+23.54%
vs SPX +17.11%YTD return
+9.24%
Jan – Jun 2026vs S&P 500
+16.92pp
Since inception (Dec 2024)vs MSCI World
+11.80pp
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 – JUN 2026
Loss
Small gain
Strong gain
Benchmark comparison
SINCE INCEPTION · TWR · SOURCE: IB REPORT
Stratyrise
+39.76%
MSCI World
+27.96%
S&P 500
+22.84%
RISK-ADJUSTED · SHARPE RATIO
Stratyrise
1.69
MSCI World
1.05
S&P 500
0.75
+16.92pp vs SPX · +11.80pp vs MSCI World · +125% better Sharpe vs SPX
Asset allocationAS OF JUN 2026
| Equities | 52.11% |
| Cash | 38.87% |
| Commodities | 6.43% |
| Real estate | 2.59% |
All performance data sourced from Interactive Brokers PortfolioAnalyst. TWR = Time-weighted return. Period: Dec 2024 – Jun 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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