+123.8%
STX vs A
+24.4%
+99.4%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.0% | -9.1% | -8.3% |
| 7D | -20.2% | -2.4% | -17.8% | -19.8% |
| 30D | -37.2% | +3.6% | -40.8% | -37.4% |
| 3M | -34.1% | +27.5% | -61.5% | -36.1% |
| 6M | -24.5% | +58.5% | -82.9% | -32.1% |
| YTD | +102.9% | +31.2% | +71.8% | +105.8% |
| 1Y | +123.8% | +22.2% | +101.6% | +132.6% |
| All | +123.8% | +24.4% | +99.4% | +132.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling