+6,593.0%
STT vs BEN
+5,193.4%
+1,399.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +0.4% | +7.2% | -6.7% | -3.8% |
| 30D | -0.4% | +14.1% | -14.5% | -8.2% |
| 3M | -6.5% | +9.9% | -16.4% | -11.9% |
| 6M | +17.2% | +17.4% | -0.2% | +5.8% |
| YTD | +38.2% | +57.3% | -19.1% | +3.7% |
| 1Y | +49.3% | +66.9% | -17.6% | +8.0% |
| 3Y | +181.9% | +85.7% | +96.2% | +84.1% |
| 5Y | +106.9% | +31.2% | +75.7% | +65.0% |
| 10Y | +203.1% | +61.0% | +142.1% | +100.6% |
| All | +6,593.0% | +5,193.4% | +1,399.5% | +1,079.7% |
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