+55.3%
BE vs STX
+119.7%
-64.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -8.1% | +1.8% | +0.2% |
| 7D | -12.1% | -20.2% | +8.1% | +5.2% |
| 30D | -30.1% | -37.2% | +7.1% | +0.8% |
| 3M | -12.1% | -34.1% | +21.9% | +17.2% |
| 6M | -30.6% | -24.5% | -6.1% | -15.2% |
| YTD | +130.6% | +102.9% | +27.7% | +28.7% |
| 1Y | +55.3% | +123.8% | -68.5% | -23.8% |
| All | +55.3% | +119.7% | -64.4% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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