+389.6%
BE vs STX
+372.6%
+17.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -0.8% | -1.1% |
| 7D | +23.9% | +9.6% | +14.4% | +14.9% |
| 30D | +27.8% | +10.6% | +17.2% | +16.0% |
| 3M | +3.7% | +4.8% | -1.1% | +0.9% |
| 6M | +78.0% | +137.3% | -59.3% | -5.9% |
| YTD | +209.9% | +222.5% | -12.6% | +21.0% |
| 1Y | +389.6% | +366.2% | +23.4% | +46.6% |
| All | +389.6% | +372.6% | +17.0% | +46.6% |
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