+7,325.6%
STT vs BEN
+4,913.3%
+2,412.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.4% | -2.0% |
| 7D | +0.5% | +0.2% | +0.3% | +0.3% |
| 30D | +3.9% | -0.5% | +4.4% | +4.1% |
| 3M | +20.0% | +9.7% | +10.2% | +13.2% |
| 6M | +55.3% | +33.9% | +21.4% | +29.0% |
| YTD | +53.3% | +49.0% | +4.4% | +19.2% |
| 1Y | +74.7% | +42.1% | +32.6% | +39.4% |
| 3Y | +205.8% | +51.9% | +154.0% | +125.7% |
| 5Y | +145.0% | +39.0% | +106.0% | +87.3% |
| 10Y | +266.0% | +57.9% | +208.1% | +144.3% |
| All | +7,325.6% | +4,913.3% | +2,412.3% | +1,256.0% |
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