+1,784.6%
BE vs STX
+1,424.0%
+360.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +6.5% | +3.1% | +4.7% |
| 7D | +29.8% | +10.7% | +19.0% | +20.3% |
| 30D | +26.4% | +11.3% | +15.1% | +15.6% |
| 3M | +9.3% | +3.2% | +6.1% | +8.1% |
| 6M | +105.1% | +157.0% | -51.9% | +11.0% |
| YTD | +219.0% | +229.2% | -10.2% | +40.4% |
| 1Y | +418.8% | +381.8% | +36.9% | +84.5% |
| 3Y | +1,784.6% | +1,383.2% | +401.4% | +258.5% |
| All | +1,784.6% | +1,424.0% | +360.6% | +258.5% |
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