Portfolio performance

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

Return since inception

+46.54%

TWR · Dec 2024–Aug 2026

Annualised return

+24.53%

vs SPX +14.73% ann.

YTD return

+12.52%

Jan – Aug 2026

vs S&P 500

+19.49pp

Since inception (Dec 2024)

vs MSCI World

+13.60pp

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 – AUG 2026

      Loss  
      Small gain  
      Strong gain
    

Benchmark comparison

SINCE INCEPTION · TWR · SOURCE: IB REPORT

Stratyrise

+46.54%

MSCI World

+32.94%

S&P 500

+27.05%

RISK-ADJUSTED · SHARPE RATIO

Stratyrise

1.79

MSCI World

1.16

S&P 500

0.84

+19.49pp vs SPX · +13.60pp vs MSCI World · +113% better Sharpe vs SPX

Asset allocationAS OF AUG 2026

Equities	30.91%
Cash	59.74%
Commodities	5.90%
Real estate	3.45%

All performance data sourced from Interactive Brokers PortfolioAnalyst. TWR = Time-weighted return. Period: Dec 2024 – Aug 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.

Rotate your phone for a better view