+85.4%
BE vs STX
+94.2%
-8.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.1% | -1.8% | -2.4% |
| 7D | +10.8% | +14.6% | -3.8% | 0.0% |
| 30D | -19.8% | -26.0% | +6.2% | +2.4% |
| 3M | -18.7% | -42.6% | +23.9% | +21.8% |
| 6M | -33.7% | -35.3% | +1.5% | -8.4% |
| YTD | +121.0% | +92.5% | +28.5% | +46.4% |
| 1Y | +85.4% | +102.4% | -17.0% | +15.9% |
| All | +85.4% | +94.2% | -8.8% | +15.9% |
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