+911.5%
BE vs STX
+1,946.2%
-1,034.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +6.3% | +1.0% | +2.9% |
| 7D | +20.0% | +2.4% | +17.6% | +18.0% |
| 30D | +7.9% | +1.4% | +6.5% | +6.0% |
| 3M | -13.2% | -8.2% | -5.0% | -6.7% |
| 6M | +53.5% | +127.0% | -73.6% | -7.4% |
| YTD | +191.0% | +209.1% | -18.1% | +38.0% |
| 1Y | +360.5% | +365.4% | -4.9% | +71.7% |
| 3Y | +1,568.0% | +1,135.4% | +432.6% | +223.5% |
| 5Y | +1,055.2% | +991.5% | +63.7% | +132.2% |
| All | +911.5% | +1,946.2% | -1,034.7% | +26.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling