+266.4%
STT vs BEN
+53.7%
+212.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.9% |
| 7D | +1.0% | +3.4% | -2.4% | -1.1% |
| 30D | +2.8% | +1.8% | +1.0% | +1.6% |
| 3M | +18.1% | +8.4% | +9.8% | +12.2% |
| 6M | +59.2% | +35.6% | +23.6% | +30.7% |
| YTD | +51.5% | +46.4% | +5.1% | +18.4% |
| 1Y | +75.7% | +46.3% | +29.3% | +37.0% |
| 3Y | +200.8% | +54.6% | +146.1% | +117.7% |
| 5Y | +155.8% | +39.4% | +116.4% | +92.9% |
| 10Y | +266.4% | +57.6% | +208.8% | +135.6% |
| All | +266.4% | +53.7% | +212.7% | +135.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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