+207.0%
C vs STT
+198.3%
+8.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | +4.2% | +4.8% | -0.6% | +0.6% |
| 30D | +2.0% | +3.9% | -2.0% | -0.9% |
| 3M | -10.1% | -8.2% | -2.0% | -4.3% |
| 6M | +1.0% | +15.6% | -14.6% | -9.6% |
| YTD | +8.5% | +37.6% | -29.2% | -14.9% |
| 1Y | +25.7% | +50.1% | -24.4% | -7.5% |
| 3Y | +216.0% | +183.1% | +32.9% | +45.0% |
| 5Y | +112.3% | +104.8% | +7.5% | +17.1% |
| All | +207.0% | +198.3% | +8.8% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 10y: compounded portfolio wealth divided by compounded STT 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…
10y analysis · Full analysis span regression · 6 months rolling