+3,676.0%
STX vs A
+237.5%
+3,438.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.7% | +9.1% | +7.8% |
| 7D | +10.7% | -2.1% | +12.8% | +11.8% |
| 30D | +11.3% | +0.6% | +10.7% | +10.5% |
| 3M | +3.2% | +10.9% | -7.7% | -3.2% |
| 6M | +157.0% | +28.2% | +128.8% | +120.4% |
| YTD | +229.2% | +8.6% | +220.6% | +208.4% |
| 1Y | +381.8% | +15.5% | +366.3% | +335.2% |
| 3Y | +1,383.2% | +31.8% | +1,351.4% | +1,106.0% |
| 5Y | +1,144.9% | -14.9% | +1,159.7% | +1,166.7% |
| 10Y | +3,676.0% | +237.8% | +3,438.2% | +1,545.0% |
| All | +3,676.0% | +237.5% | +3,438.6% | +1,545.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling