-31.7%
BE vs STX
-36.1%
+4.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +9.8% | +2.1% | +3.6% |
| 7D | -1.2% | -14.8% | +13.5% | +13.2% |
| 30D | -30.9% | -35.4% | +4.5% | -0.5% |
| 3M | -11.6% | -37.7% | +26.1% | +22.1% |
| All | -31.7% | -36.1% | +4.4% | +0.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling