+977.1%
BE vs STX
+2,034.4%
-1,057.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -0.8% | -1.4% |
| 7D | +23.9% | +9.6% | +14.4% | +16.5% |
| 30D | +27.8% | +10.6% | +17.2% | +18.4% |
| 3M | +3.7% | +4.8% | -1.1% | +2.3% |
| 6M | +78.0% | +137.3% | -59.3% | +3.7% |
| YTD | +209.9% | +222.5% | -12.6% | +42.9% |
| 1Y | +389.6% | +366.2% | +23.4% | +82.0% |
| 3Y | +1,730.6% | +1,352.9% | +377.7% | +222.3% |
| 5Y | +1,227.8% | +1,077.4% | +150.4% | +154.3% |
| All | +977.1% | +2,034.4% | -1,057.3% | +31.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling