+1,616.9%
BE vs STT
+165.4%
+1,451.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.2% |
| 7D | -14.7% | -2.5% | -12.3% | -11.8% |
| 30D | -40.5% | -5.0% | -35.6% | -36.3% |
| 3M | -24.3% | -10.5% | -13.9% | -13.7% |
| 6M | -39.3% | +10.0% | -49.3% | -43.5% |
| YTD | +99.4% | +30.7% | +68.7% | +53.9% |
| 1Y | +26.6% | +43.8% | -17.2% | -10.9% |
| 3Y | +1,616.9% | +168.1% | +1,448.9% | +434.8% |
| All | +1,616.9% | +165.4% | +1,451.6% | +434.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling