+418.8%
BE vs STT
+74.0%
+344.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.2% | +10.9% | +11.0% |
| 7D | +29.8% | +2.2% | +27.6% | +26.7% |
| 30D | +26.4% | +3.9% | +22.5% | +21.1% |
| 3M | +9.3% | +19.2% | -9.8% | -8.3% |
| 6M | +105.1% | +60.4% | +44.7% | +26.1% |
| YTD | +219.0% | +51.5% | +167.6% | +103.1% |
| 1Y | +418.8% | +76.3% | +342.5% | +208.6% |
| All | +418.8% | +74.0% | +344.8% | +208.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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