+1,683.6%
BE vs STX
+647.6%
+1,036.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +9.8% | +2.1% | +4.5% |
| 7D | -1.2% | -14.8% | +13.5% | +12.0% |
| 30D | -30.9% | -35.4% | +4.5% | -3.3% |
| 3M | -11.6% | -37.7% | +26.1% | +22.1% |
| 6M | -25.7% | -35.2% | +9.5% | +2.1% |
| YTD | +123.1% | +84.4% | +38.7% | +46.4% |
| 1Y | +43.4% | +82.3% | -38.9% | -3.8% |
| 3Y | +1,683.6% | +646.2% | +1,037.4% | +307.0% |
| All | +1,683.6% | +647.6% | +1,036.1% | +307.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling