+62.1%
D vs STT
+207.1%
-145.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +1.5% | +0.5% | +1.0% | +1.4% |
| 30D | -2.6% | +3.9% | -6.4% | -3.3% |
| 3M | 0.0% | +20.0% | -19.9% | -3.8% |
| 6M | +7.4% | +55.3% | -48.0% | -2.7% |
| YTD | +15.9% | +53.3% | -37.5% | +5.0% |
| 1Y | +18.1% | +74.7% | -56.6% | +2.7% |
| All | +62.1% | +207.1% | -145.1% | +10.1% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling