+16,011.1%
STX vs A
+1,394.4%
+14,616.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.6% | +5.8% | +6.0% |
| 7D | +2.4% | -1.9% | +4.3% | +3.4% |
| 30D | +1.4% | +6.9% | -5.5% | -2.6% |
| 3M | -8.2% | +9.2% | -17.5% | -13.5% |
| 6M | +127.0% | +25.7% | +101.3% | +95.6% |
| YTD | +209.1% | +11.5% | +197.6% | +183.8% |
| 1Y | +365.4% | +18.4% | +347.1% | +312.5% |
| 3Y | +1,135.4% | +26.6% | +1,108.8% | +924.7% |
| 5Y | +991.5% | -12.8% | +1,004.3% | +987.0% |
| 10Y | +3,695.8% | +247.2% | +3,448.6% | +1,586.1% |
| All | +16,011.1% | +1,394.4% | +14,616.7% | +3,180.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling