+6,495.0%
STT vs BEN
+5,192.0%
+1,303.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.7% | -0.3% |
| 7D | +1.1% | +12.1% | -11.0% | -5.8% |
| 30D | -1.9% | +13.4% | -15.3% | -9.3% |
| 3M | -7.6% | +9.4% | -16.9% | -12.7% |
| 6M | +16.0% | +19.3% | -3.3% | +3.7% |
| YTD | +36.2% | +57.3% | -21.1% | +2.2% |
| 1Y | +46.8% | +69.1% | -22.3% | +5.4% |
| 3Y | +177.8% | +85.6% | +92.2% | +81.4% |
| 5Y | +105.8% | +32.9% | +72.9% | +62.9% |
| 10Y | +197.6% | +58.3% | +139.2% | +98.9% |
| All | +6,495.0% | +5,192.0% | +1,303.0% | +1,062.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling