+2,252.4%
STM vs EQT
+2,580.7%
-328.3%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +2.0% |
| 7D | -1.4% | -2.0% | +0.6% | -0.8% |
| 30D | -4.9% | 0.0% | -4.9% | -5.0% |
| 3M | -34.0% | +5.9% | -39.9% | -35.4% |
| 6M | +51.8% | -14.8% | +66.6% | +57.9% |
| YTD | +99.4% | +1.8% | +97.6% | +95.8% |
| 1Y | +99.1% | +7.4% | +91.7% | +91.9% |
| 3Y | +19.5% | +33.6% | -14.2% | +4.5% |
| 5Y | +19.5% | +199.3% | -179.8% | -24.6% |
| 10Y | +663.9% | +50.0% | +613.9% | +402.4% |
| All | +2,252.4% | +2,580.7% | -328.3% | +363.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 1990-01-01 to 2026-09-11: compounded portfolio wealth divided by compounded EQT 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling